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
2226
$30M ﹤0.01%
2,301,615
+1,699,804
2227
$30M ﹤0.01%
734,765
-2,414
2228
$29.9M ﹤0.01%
685,286
+274,749
2229
$29.9M ﹤0.01%
3,463,530
-836,796
2230
$29.9M ﹤0.01%
1,255,263
+249,471
2231
$29.8M ﹤0.01%
737,554
+88,826
2232
$29.8M ﹤0.01%
3,884,939
+1,628,161
2233
$29.8M ﹤0.01%
204,641
-430
2234
$29.8M ﹤0.01%
2,048,333
+176,541
2235
$29.7M ﹤0.01%
486,502
-545,879
2236
$29.7M ﹤0.01%
952,514
-129,016
2237
$29.7M ﹤0.01%
460,368
-19,868
2238
$29.6M ﹤0.01%
464,211
+1,082
2239
$29.6M ﹤0.01%
781,429
+149,676
2240
$29.6M ﹤0.01%
324,823
+17,622
2241
$29.6M ﹤0.01%
818,460
-241,429
2242
$29.6M ﹤0.01%
891,564
+66,774
2243
$29.6M ﹤0.01%
624,641
-19,961
2244
$29.6M ﹤0.01%
1,424,013
-34,600
2245
$29.5M ﹤0.01%
277,789
-5,382
2246
$29.5M ﹤0.01%
726,088
+470,207
2247
$29.5M ﹤0.01%
1,573,358
+60,246
2248
$29.5M ﹤0.01%
228,416
-20,804
2249
$29.4M ﹤0.01%
5,373,747
+1,086,569
2250
$29.4M ﹤0.01%
868,864
+67,590
88 89
90
91 92