Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
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
+$1.69B
2
+$1.36B
3
+$1.16B
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.07B
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05B

Top Sells

1
+$2.99B
2
+$1.25B
3
+$860M
4
DHR icon
Danaher
DHR
+$829M
5
RTX icon
RTX Corp
RTX
+$759M

Sector Composition

1 Technology 22.91%
2 Financials 10.37%
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
7751
– –
-437
7752
– –
-17,541
7753
– –
-62,229
7754
– –
-622,573
7755
– –
-1,287,382
7756
– –
-1
7757
– –
-1
7758
– –
-1,422,826
7759
– –
-18,674
7760
– –
-1,016,552
7761
– –
-6,277
7762
– –
-1,681
7763
– –
-181,128
7764
– –
-2,600
7765
– –
-35,713
7766
– –
-1,400
7767
– –
-1
7768
– –
-1,781,844
7769
– –
-686,568
7770
– –
-1,348
7771
– –
-8,647
7772
– –
-1,096
7773
– –
-99,118
7774
– –
-43
7775
– –
-1,400
309 310
311
312 313