Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29T
AUM Growth
+$46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,141
New
Increased
Reduced
Closed

Top Buys

1
+$1.91B
2
+$1.42B
3
+$1.33B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.08B

Top Sells

1
+$3.18B
2
+$1.28B
3
+$1.1B
4
DHR icon
Danaher
DHR
+$820M
5
RTX icon
RTX Corp
RTX
+$737M

Sector Composition

1 Technology 22.98%
2 Financials 10.3%
3 Healthcare 9.35%
4 Consumer Discretionary 8.7%
5 Communication Services 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5426
$246K ﹤0.01%
38,128
-497,359
5427
$246K ﹤0.01%
+27,042
5428
$244K ﹤0.01%
31,748
-8,529
5429
$243K ﹤0.01%
6,866
5430
$243K ﹤0.01%
20,144
-9,042
5431
$243K ﹤0.01%
86,970
-203,821
5432
$242K ﹤0.01%
222,222
-86,545
5433
$241K ﹤0.01%
9,800
5434
$239K ﹤0.01%
55,468
-17,978
5435
$238K ﹤0.01%
55,426
-76,107
5436
$236K ﹤0.01%
22,201
+17,415
5437
$235K ﹤0.01%
9,158
-195
5438
$234K ﹤0.01%
16,572
+964
5439
$234K ﹤0.01%
233,580
+88,712
5440
$232K ﹤0.01%
78,696
-44,515
5441
$231K ﹤0.01%
16,253
-2,825
5442
$230K ﹤0.01%
188,486
-667,498
5443
$229K ﹤0.01%
2,353
+756
5444
$229K ﹤0.01%
30,910
+62
5445
$228K ﹤0.01%
5,957
-1,223
5446
$228K ﹤0.01%
8,358
-629
5447
$227K ﹤0.01%
23,659
-388
5448
$226K ﹤0.01%
244,023
-42,533
5449
$226K ﹤0.01%
8,860
+3,942
5450
$225K ﹤0.01%
6,073
-57
216 217
218
219 220