Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
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
2201
$30.8M ﹤0.01%
362,383
+7,371
2202
$30.8M ﹤0.01%
1,427,778
+37,953
2203
$30.8M ﹤0.01%
1,051,630
-343,871
2204
$30.8M ﹤0.01%
1,867,134
-113,924
2205
$30.8M ﹤0.01%
587,083
+33,241
2206
$30.7M ﹤0.01%
2,356,070
-1,521,178
2207
$30.7M ﹤0.01%
916,078
+7,707
2208
$30.7M ﹤0.01%
471,265
-162,548
2209
$30.7M ﹤0.01%
446,833
+29,894
2210
$30.7M ﹤0.01%
926,850
+27,042
2211
$30.7M ﹤0.01%
1,460,234
-89,492
2212
$30.6M ﹤0.01%
3,056,461
-1,000,490
2213
$30.6M ﹤0.01%
3,169,123
+1,106,611
2214
$30.5M ﹤0.01%
877,111
+228,254
2215
$30.5M ﹤0.01%
2,129,261
+162,627
2216
$30.4M ﹤0.01%
494,237
+15,509
2217
$30.3M ﹤0.01%
980,679
-85,599
2218
$30.3M ﹤0.01%
673,823
+8,249
2219
$30.3M ﹤0.01%
2,571,162
+544,129
2220
$30.2M ﹤0.01%
1,697,414
+129,791
2221
$30.2M ﹤0.01%
605,385
+472
2222
$30.2M ﹤0.01%
1,479,685
-20,242
2223
$30.1M ﹤0.01%
1,513,387
+36,739
2224
$30.1M ﹤0.01%
766,258
+227,573
2225
$30.1M ﹤0.01%
545,077
-151,685
87 88
89
90 91