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
6126
$33.1K ﹤0.01%
3,000
+1,000
6127
$33K ﹤0.01%
+14,863
6128
$32.9K ﹤0.01%
1,390
+345
6129
$32.8K ﹤0.01%
2,049
+1
6130
$32.7K ﹤0.01%
4,812
-2,081
6131
$32.6K ﹤0.01%
1,185
6132
$32.3K ﹤0.01%
9,952
+100
6133
$32.1K ﹤0.01%
6,987
-881
6134
$32.1K ﹤0.01%
838
6135
$32.1K ﹤0.01%
2,566
-844
6136
$31.9K ﹤0.01%
3,494
-18
6137
$31.9K ﹤0.01%
369
-43
6138
$31.9K ﹤0.01%
1,242
+899
6139
$31.8K ﹤0.01%
573
+270
6140
$31.8K ﹤0.01%
853
6141
$31.8K ﹤0.01%
11,517
+930
6142
$31.8K ﹤0.01%
1,000
-1
6143
$31.7K ﹤0.01%
17,700
-3,500
6144
$31.7K ﹤0.01%
5,498
-1,658
6145
$31.6K ﹤0.01%
2,849
+2,380
6146
$31.6K ﹤0.01%
1,136
6147
$31.5K ﹤0.01%
3,406
6148
$31.1K ﹤0.01%
+601
6149
$31K ﹤0.01%
848
+286
6150
$30.9K ﹤0.01%
502
-145
244 245
246
247 248