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
6151
$30.8K ﹤0.01%
+648
6152
$30.7K ﹤0.01%
637
6153
$30.6K ﹤0.01%
+1,089
6154
$30.4K ﹤0.01%
15,000
+5,000
6155
$30.4K ﹤0.01%
8,470
+5,334
6156
$30.4K ﹤0.01%
1,968
-441
6157
$30.3K ﹤0.01%
+657
6158
$30.3K ﹤0.01%
10,365
+1,250
6159
$30.2K ﹤0.01%
44,451
+1,000
6160
$30.2K ﹤0.01%
5,418
-2,187
6161
$30.1K ﹤0.01%
2,821
-201
6162
$30.1K ﹤0.01%
25,265
-5,000
6163
$29.9K ﹤0.01%
1,285
6164
$29.6K ﹤0.01%
3,033
6165
$29.3K ﹤0.01%
10,532
-98
6166
$29K ﹤0.01%
2,708
6167
$28.9K ﹤0.01%
197,778
+3,000
6168
$28.9K ﹤0.01%
10,932
-9,769
6169
$28.8K ﹤0.01%
2,800
+1,178
6170
$28.8K ﹤0.01%
7,639
-475
6171
$28.8K ﹤0.01%
606
-10
6172
$28.6K ﹤0.01%
690
6173
$28.6K ﹤0.01%
5,019
-1,680
6174
$28.5K ﹤0.01%
14,397
+1,147
6175
$28.5K ﹤0.01%
660
+409