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
2526
$8.51M ﹤0.01%
111,619
-23,587
2527
$8.5M ﹤0.01%
245,628
+151,855
2528
$8.48M ﹤0.01%
556,227
+99,698
2529
$8.47M ﹤0.01%
308,520
+112,514
2530
$8.47M ﹤0.01%
330,034
+10,293
2531
$8.44M ﹤0.01%
503,883
-5,337
2532
$8.44M ﹤0.01%
179,346
+64,796
2533
$8.43M ﹤0.01%
134,914
-23,056
2534
$8.42M ﹤0.01%
407,273
-309,919
2535
$8.41M ﹤0.01%
423,285
+63,693
2536
$8.41M ﹤0.01%
287,982
+18,152
2537
$8.41M ﹤0.01%
402,474
+358,344
2538
$8.41M ﹤0.01%
313,634
+179,833
2539
$8.4M ﹤0.01%
299,466
-120,073
2540
$8.4M ﹤0.01%
273,854
+73,918
2541
$8.4M ﹤0.01%
95,658
-54,661
2542
$8.4M ﹤0.01%
102,634
-81,891
2543
$8.38M ﹤0.01%
236,630
+87,591
2544
$8.38M ﹤0.01%
184,167
+32,098
2545
$8.38M ﹤0.01%
451,868
+84,605
2546
$8.38M ﹤0.01%
256,650
-84,814
2547
$8.38M ﹤0.01%
139,001
+56,885
2548
$8.37M ﹤0.01%
217,445
+36,715
2549
$8.37M ﹤0.01%
328,654
-13,364
2550
$8.36M ﹤0.01%
358,049
-207,155