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
6176
$28.4K ﹤0.01%
3,126
-2,462
6177
$28.3K ﹤0.01%
1,173
-1
6178
$28.3K ﹤0.01%
1,300
6179
$28.2K ﹤0.01%
25,404
-4,905
6180
$28.2K ﹤0.01%
975
-151
6181
$28.1K ﹤0.01%
15,600
+5,400
6182
$27.4K ﹤0.01%
6,975
-1,600
6183
$27.4K ﹤0.01%
787
+183
6184
$27.3K ﹤0.01%
22,000
6185
$27.2K ﹤0.01%
1,036
-272
6186
$27.2K ﹤0.01%
422
+99
6187
$27.2K ﹤0.01%
2,568
-7
6188
$27.1K ﹤0.01%
+725
6189
$27K ﹤0.01%
17,989
+500
6190
$26.9K ﹤0.01%
23,417
-3,753
6191
$26.9K ﹤0.01%
555
6192
$26.6K ﹤0.01%
+1,000
6193
$26.6K ﹤0.01%
6,175
-32,477
6194
$26.3K ﹤0.01%
1,080
6195
$26.2K ﹤0.01%
1,979
-486
6196
$26.1K ﹤0.01%
818
6197
$26.1K ﹤0.01%
22,695
+10,192
6198
$25.7K ﹤0.01%
619
6199
$25.5K ﹤0.01%
600
6200
$25.4K ﹤0.01%
7,662
+4,291
246 247
248
249 250