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
5501
$208K ﹤0.01%
145,510
-10,349
5502
$208K ﹤0.01%
122,232
-5,136
5503
$206K ﹤0.01%
15,548
+169
5504
$206K ﹤0.01%
55,739
-42,247
5505
$205K ﹤0.01%
186,343
-305,323
5506
$204K ﹤0.01%
7,236
-1,052
5507
$204K ﹤0.01%
2,874
5508
$204K ﹤0.01%
41,449
+33,524
5509
$203K ﹤0.01%
12,663
-1,281
5510
$203K ﹤0.01%
5,606
-190
5511
$201K ﹤0.01%
38,674
+1,821
5512
$201K ﹤0.01%
2,907
5513
$201K ﹤0.01%
127,351
-49,846
5514
$201K ﹤0.01%
96,227
-15,839
5515
$201K ﹤0.01%
6,894
+5,288
5516
$201K ﹤0.01%
8,364
-1,309
5517
$201K ﹤0.01%
+1,667
5518
$200K ﹤0.01%
4,941
+3,191
5519
$199K ﹤0.01%
38,655
+644
5520
$199K ﹤0.01%
20,192
+7,248
5521
$198K ﹤0.01%
4,088
+1,000
5522
$197K ﹤0.01%
8,945
-2,205
5523
$197K ﹤0.01%
13,121
-163
5524
$197K ﹤0.01%
72,761
-1,700
5525
$197K ﹤0.01%
75,526
-90,509
219 220
221
222 223