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
5726
$122K ﹤0.01%
7,053
+823
5727
$122K ﹤0.01%
13,555
+1,998
5728
$121K ﹤0.01%
29,818
+3,000
5729
$121K ﹤0.01%
1,863
-10,541
5730
$121K ﹤0.01%
6,758
+6,035
5731
$121K ﹤0.01%
143,678
-173,569
5732
$121K ﹤0.01%
+19,458
5733
$121K ﹤0.01%
16,932
5734
$120K ﹤0.01%
+3,197
5735
$120K ﹤0.01%
5,041
-165
5736
$120K ﹤0.01%
49,012
+28,433
5737
$118K ﹤0.01%
32,764
+4,300
5738
$118K ﹤0.01%
700,000
5739
$118K ﹤0.01%
3,500
5740
$118K ﹤0.01%
7,170
-41,193
5741
$117K ﹤0.01%
+23,476
5742
$117K ﹤0.01%
3,174
+2
5743
$117K ﹤0.01%
10,975
-640
5744
$117K ﹤0.01%
52,969
-8,500
5745
$117K ﹤0.01%
45,434
+725
5746
$116K ﹤0.01%
70,322
-3,092
5747
$116K ﹤0.01%
58,457
+4,412
5748
$115K ﹤0.01%
1,110
-66
5749
$115K ﹤0.01%
45,047
+15,000
5750
$115K ﹤0.01%
1,699
+140
228 229
230
231 232