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
2301
$28M ﹤0.01%
1,498,577
+528,238
2302
$28M ﹤0.01%
676,552
-40,818
2303
$27.9M ﹤0.01%
293,525
-36,214
2304
$27.9M ﹤0.01%
1,181,093
+363,857
2305
$27.9M ﹤0.01%
772,996
-109,619
2306
$27.9M ﹤0.01%
487,265
+136,451
2307
$27.9M ﹤0.01%
1,809,975
-143,263
2308
$27.8M ﹤0.01%
3,730,660
-1,403,390
2309
$27.8M ﹤0.01%
91,000
+38,093
2310
$27.8M ﹤0.01%
3,026,953
+108,695
2311
$27.8M ﹤0.01%
3,040,089
-159,237
2312
$27.8M ﹤0.01%
1,098,941
+110,465
2313
$27.7M ﹤0.01%
1,072,238
+272,238
2314
$27.7M ﹤0.01%
1,384,774
+133,880
2315
$27.7M ﹤0.01%
1,131,138
+37,443
2316
$27.6M ﹤0.01%
392,671
+2,470
2317
$27.6M ﹤0.01%
576,153
+45,638
2318
$27.6M ﹤0.01%
315,137
+70,223
2319
$27.6M ﹤0.01%
361,629
+30,233
2320
$27.6M ﹤0.01%
482,212
+8,279
2321
$27.6M ﹤0.01%
1,867,221
+97,879
2322
$27.5M ﹤0.01%
225,502
-38,207
2323
$27.5M ﹤0.01%
784,125
+20,507
2324
$27.5M ﹤0.01%
3,644,413
+1,806,884
2325
$27.5M ﹤0.01%
1,403,434
+15,304
91 92
93
94 95