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
5651
$145K ﹤0.01%
4,079
-1,341
5652
$145K ﹤0.01%
127,007
+98,081
5653
$144K ﹤0.01%
2,755
+2,754
5654
$142K ﹤0.01%
21,846
-6,559
5655
$142K ﹤0.01%
2,503
-12,590
5656
$141K ﹤0.01%
3,136
+1,860
5657
$141K ﹤0.01%
110,497
5658
$141K ﹤0.01%
35,265
-710
5659
$141K ﹤0.01%
77,223
-14,634
5660
$140K ﹤0.01%
3,999
-326
5661
$140K ﹤0.01%
100,145
+21,313
5662
$140K ﹤0.01%
19,335
-956
5663
$140K ﹤0.01%
13,362
+171
5664
$140K ﹤0.01%
+5,712
5665
$140K ﹤0.01%
43,730
+2,488
5666
$140K ﹤0.01%
24,463
+3,155
5667
$140K ﹤0.01%
8,953
-3,192
5668
$140K ﹤0.01%
23,592
-100,415
5669
$139K ﹤0.01%
32,300
+300
5670
$139K ﹤0.01%
63,466
-15,464
5671
$139K ﹤0.01%
24,018
+17,256
5672
$139K ﹤0.01%
46,176
-74,338
5673
$138K ﹤0.01%
35,331
-22,360
5674
$138K ﹤0.01%
311
-2,790
5675
$138K ﹤0.01%
59,300
+29
225 226
227
228 229