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
6251
$21.7K ﹤0.01%
2,634
+1,912
6252
$21.6K ﹤0.01%
+578
6253
$21.5K ﹤0.01%
6,000
-3,000
6254
$21.5K ﹤0.01%
7,643
+3,415
6255
$21.5K ﹤0.01%
+20
6256
$21.4K ﹤0.01%
669
-161
6257
$21.4K ﹤0.01%
5,407
+4,805
6258
$21.4K ﹤0.01%
1,001
6259
– –
0
6260
$21.3K ﹤0.01%
+3,500
6261
$21.2K ﹤0.01%
32,126
-22
6262
$21.2K ﹤0.01%
520
-227
6263
$21K ﹤0.01%
813
+1
6264
$20.9K ﹤0.01%
+382
6265
$20.9K ﹤0.01%
5,873
6266
$20.8K ﹤0.01%
2,835
+600
6267
$20.8K ﹤0.01%
377
+117
6268
$20.8K ﹤0.01%
604
+532
6269
$20.7K ﹤0.01%
40,720
-500
6270
$20.7K ﹤0.01%
986
-4,229
6271
$20.6K ﹤0.01%
3,670
+909
6272
$20.6K ﹤0.01%
3,782
-2,592
6273
$20.4K ﹤0.01%
5,866
-15,593
6274
$20.4K ﹤0.01%
319
+19
6275
$20.4K ﹤0.01%
880
+706
249 250
251
252 253