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
5851
$84.4K ﹤0.01%
43,524
-600
5852
$84.1K ﹤0.01%
9,000
-601
5853
$83.8K ﹤0.01%
1,665
5854
$83.6K ﹤0.01%
1,902
-602
5855
$83.3K ﹤0.01%
91,688
+27,190
5856
$83.2K ﹤0.01%
9,785
-44,060
5857
$83K ﹤0.01%
46,123
5858
$83K ﹤0.01%
34,592
+14,029
5859
$83K ﹤0.01%
1,800
5860
$82.9K ﹤0.01%
1,800
5861
$82.6K ﹤0.01%
10,150
+3,319
5862
$82.5K ﹤0.01%
37,154
5863
$82.2K ﹤0.01%
739
+504
5864
$81.9K ﹤0.01%
23,074
-12,079
5865
$81.6K ﹤0.01%
13,438
-393
5866
$81K ﹤0.01%
7,294
-6,440
5867
$80.7K ﹤0.01%
2,175
5868
$80.6K ﹤0.01%
33,151
-6,020
5869
$80.5K ﹤0.01%
18,170
-9,098
5870
$80.4K ﹤0.01%
1,711
-1
5871
$80.3K ﹤0.01%
114,223
-2,162
5872
$80K ﹤0.01%
7,446
-7,080
5873
$79.7K ﹤0.01%
27,860
-28,500
5874
$79.6K ﹤0.01%
1,632
+541
5875
$79.4K ﹤0.01%
19,841
-3,521
233 234
235
236 237