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
5476
$216K ﹤0.01%
13,941
5477
$216K ﹤0.01%
5,215
+43
5478
$215K ﹤0.01%
5,936
+1
5479
$215K ﹤0.01%
124,506
-212,029
5480
$215K ﹤0.01%
+10,171
5481
$215K ﹤0.01%
6,590
+3,421
5482
$215K ﹤0.01%
10,175
+2,721
5483
$215K ﹤0.01%
41,647
+2,738
5484
$215K ﹤0.01%
31,221
-19,890
5485
$215K ﹤0.01%
171,677
-12,613
5486
$214K ﹤0.01%
9,955
-740
5487
$212K ﹤0.01%
87,809
+39,097
5488
$212K ﹤0.01%
7,448
-1,992
5489
$212K ﹤0.01%
131,601
-91
5490
$212K ﹤0.01%
105,301
+79,301
5491
$211K ﹤0.01%
9,459
-5,072
5492
$211K ﹤0.01%
9,181
+3,708
5493
$210K ﹤0.01%
179,812
-228,251
5494
$210K ﹤0.01%
8,123
+74
5495
$209K ﹤0.01%
9,244
+2,934
5496
$209K ﹤0.01%
4,769
-457
5497
$209K ﹤0.01%
+11,860
5498
$209K ﹤0.01%
9,290
+6,005
5499
$209K ﹤0.01%
2,781
+2,073
5500
$208K ﹤0.01%
5,536
-2,643
218 219
220
221 222