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
5751
$115K ﹤0.01%
79,418
-80,010
5752
$115K ﹤0.01%
6,429
-809
5753
$115K ﹤0.01%
2,672
+812
5754
$115K ﹤0.01%
15,067
+4,267
5755
$113K ﹤0.01%
25,198
-6,985
5756
$113K ﹤0.01%
3,286
+3,185
5757
$113K ﹤0.01%
66,397
-5,942
5758
$112K ﹤0.01%
62,970
+35,151
5759
$112K ﹤0.01%
5,001
-2,572
5760
$112K ﹤0.01%
4,528
-2,562
5761
$111K ﹤0.01%
2,676
+2,310
5762
$111K ﹤0.01%
87,317
-5,851
5763
$110K ﹤0.01%
43,341
-265,241
5764
$109K ﹤0.01%
2,141
5765
$109K ﹤0.01%
3,732
+3,229
5766
$109K ﹤0.01%
1,098
+488
5767
$109K ﹤0.01%
+3,262
5768
$109K ﹤0.01%
3,176
5769
$109K ﹤0.01%
2,153
+194
5770
$109K ﹤0.01%
1,825
5771
$108K ﹤0.01%
+10,521
5772
$108K ﹤0.01%
16,869
-715
5773
$108K ﹤0.01%
5,172
+100
5774
$106K ﹤0.01%
2,124
+882
5775
$105K ﹤0.01%
1,633
-1,238
229 230
231
232 233