Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
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
+$1.69B
2
+$1.36B
3
+$1.16B
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.07B
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05B

Top Sells

1
+$2.99B
2
+$1.25B
3
+$860M
4
DHR icon
Danaher
DHR
+$829M
5
RTX icon
RTX Corp
RTX
+$759M

Sector Composition

1 Technology 22.91%
2 Financials 10.37%
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
5951
$59.2K ﹤0.01%
10,762
-4,978
5952
$59.1K ﹤0.01%
2,033
5953
$58.9K ﹤0.01%
46,052
+433
5954
$58.6K ﹤0.01%
6,581
+2,723
5955
$58.4K ﹤0.01%
3,189
-325
5956
$58.3K ﹤0.01%
686
-2
5957
$57.7K ﹤0.01%
2,080
-393
5958
$57.1K ﹤0.01%
20,627
+18,541
5959
$57.1K ﹤0.01%
2,691
-82
5960
$57K ﹤0.01%
1,652
+398
5961
$56.6K ﹤0.01%
1,144
5962
$56.5K ﹤0.01%
4,900
5963
$56.5K ﹤0.01%
5,000
5964
$56K ﹤0.01%
6,656
-4,724
5965
$55.9K ﹤0.01%
1,287
-307
5966
$55.9K ﹤0.01%
3,182
-2,286
5967
$55.3K ﹤0.01%
+550
5968
$55.1K ﹤0.01%
+27,300
5969
$55K ﹤0.01%
1,650
5970
$54.8K ﹤0.01%
6,230
-6
5971
$54.2K ﹤0.01%
1,573
-3,238
5972
$54K ﹤0.01%
1,224
5973
$54K ﹤0.01%
89,225
-44,775
5974
$54K ﹤0.01%
3,618
-1,819
5975
$53.9K ﹤0.01%
10,508
-5,852
237 238
239
240 241