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
6876
$1.97K ﹤0.01%
+125
6877
$1.95K ﹤0.01%
717
-33,420
6878
$1.91K ﹤0.01%
607
+400
6879
$1.91K ﹤0.01%
101
6880
$1.89K ﹤0.01%
125
6881
$1.89K ﹤0.01%
25
-120
6882
$1.87K ﹤0.01%
32
6883
$1.83K ﹤0.01%
207
6884
$1.82K ﹤0.01%
73
-306
6885
$1.78K ﹤0.01%
180
6886
$1.78K ﹤0.01%
1,400
6887
$1.77K ﹤0.01%
9,143
-9,000
6888
$1.77K ﹤0.01%
+105
6889
$1.76K ﹤0.01%
2,000
6890
$1.74K ﹤0.01%
76
-222
6891
$1.74K ﹤0.01%
1,525
6892
$1.72K ﹤0.01%
3,432
-1,308
6893
$1.68K ﹤0.01%
1,500
6894
$1.66K ﹤0.01%
49
+1
6895
$1.62K ﹤0.01%
+5
6896
$1.61K ﹤0.01%
100
6897
$1.59K ﹤0.01%
2,000
6898
$1.59K ﹤0.01%
1,357
+1
6899
$1.55K ﹤0.01%
500
6900
$1.55K ﹤0.01%
1,000
274 275
276
277 278