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
6326
$17.9K ﹤0.01%
1,925
-1,016
6327
$17.8K ﹤0.01%
1,584
6328
$17.8K ﹤0.01%
+148
6329
$17.7K ﹤0.01%
485
+1
6330
$17.7K ﹤0.01%
+511
6331
$17.6K ﹤0.01%
1,050
-1,128
6332
$17.6K ﹤0.01%
5,567
+2,000
6333
$17.4K ﹤0.01%
5,095
-5,000
6334
$17.4K ﹤0.01%
563
+141
6335
$17.3K ﹤0.01%
+500
6336
$17.3K ﹤0.01%
+687
6337
$17.3K ﹤0.01%
+3,200
6338
$17.3K ﹤0.01%
661
6339
$17.2K ﹤0.01%
11,674
-7,497
6340
$17.1K ﹤0.01%
1,500
6341
$17.1K ﹤0.01%
359
+189
6342
$17K ﹤0.01%
5,858
-10
6343
$17K ﹤0.01%
11,915
-6,798
6344
$16.9K ﹤0.01%
6,081
6345
$16.8K ﹤0.01%
4,050
+2,599
6346
$16.5K ﹤0.01%
746
+227
6347
$16.4K ﹤0.01%
4,874
+187
6348
$16.4K ﹤0.01%
2,808
+4
6349
$16.3K ﹤0.01%
4,304
+1,462
6350
$16.2K ﹤0.01%
3,100