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
$370B
AUM Growth
+$9.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,062
New
Increased
Reduced
Closed

Top Buys

1
+$829M
2
+$778M
3
+$475M
4
META icon
Meta Platforms (Facebook)
META
+$440M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$420M

Top Sells

1
+$1.32B
2
+$975M
3
+$649M
4
RTX icon
RTX Corp
RTX
+$628M
5
DIS icon
Walt Disney
DIS
+$567M

Sector Composition

1 Technology 11.98%
2 Financials 9.42%
3 Consumer Discretionary 8.46%
4 Healthcare 8.12%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$8.74M ﹤0.01%
539,013
-12,270
2502
$8.7M ﹤0.01%
350,648
-371,911
2503
$8.69M ﹤0.01%
300,043
-19,570
2504
$8.67M ﹤0.01%
362,357
+72,145
2505
$8.66M ﹤0.01%
109,583
+68,931
2506
$8.65M ﹤0.01%
252,092
-9,819
2507
$8.65M ﹤0.01%
80,415
+12,071
2508
$8.65M ﹤0.01%
626,265
-199,731
2509
$8.64M ﹤0.01%
326,467
+200,705
2510
$8.63M ﹤0.01%
237,401
+122,956
2511
$8.62M ﹤0.01%
70,258
-397,612
2512
$8.61M ﹤0.01%
183,602
-51,241
2513
$8.61M ﹤0.01%
166,852
-313,088
2514
$8.6M ﹤0.01%
134,596
+4,473
2515
$8.59M ﹤0.01%
936,996
-208,574
2516
$8.59M ﹤0.01%
147,825
+25,359
2517
$8.58M ﹤0.01%
256,966
-412,974
2518
$8.58M ﹤0.01%
+78,454
2519
$8.55M ﹤0.01%
368,103
-144,960
2520
$8.55M ﹤0.01%
93,448
+35,905
2521
$8.55M ﹤0.01%
1,277,728
-1,958,820
2522
$8.55M ﹤0.01%
1,920,344
-457,034
2523
$8.53M ﹤0.01%
159,353
+50,602
2524
$8.53M ﹤0.01%
133,882
-130,120
2525
$8.51M ﹤0.01%
851,883
-79,205
99 100
101
102 103