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
5601
$163K ﹤0.01%
13,863
-9,898
5602
$161K ﹤0.01%
86,325
+2,180
5603
$160K ﹤0.01%
34,200
5604
$160K ﹤0.01%
1,744
-1,797
5605
$160K ﹤0.01%
5,809
+900
5606
$160K ﹤0.01%
57,855
-14,700
5607
$160K ﹤0.01%
159,565
-331,270
5608
$159K ﹤0.01%
15,032
+11,704
5609
$159K ﹤0.01%
3,349
+3,026
5610
$159K ﹤0.01%
8,771
-5,205
5611
$158K ﹤0.01%
3,425
5612
$157K ﹤0.01%
2,963
5613
$157K ﹤0.01%
1,478
+297
5614
$157K ﹤0.01%
13,757
+7,937
5615
$156K ﹤0.01%
4,800
+1,300
5616
$156K ﹤0.01%
10,611
+2,549
5617
$156K ﹤0.01%
6,338
+1,944
5618
$155K ﹤0.01%
4,134
-42,079
5619
$154K ﹤0.01%
14,661
-1,158
5620
$154K ﹤0.01%
15,720
-2,643
5621
$154K ﹤0.01%
+32,777
5622
$154K ﹤0.01%
19,680
-14,255
5623
$154K ﹤0.01%
7,230
5624
$154K ﹤0.01%
3,417
-2,975
5625
$154K ﹤0.01%
1,901
-265
223 224
225
226 227