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
2551
$8.36M ﹤0.01%
364,785
+21,120
2552
$8.36M ﹤0.01%
66,472
+473
2553
$8.36M ﹤0.01%
463,816
-76,989
2554
$8.36M ﹤0.01%
400,397
-28,777
2555
$8.35M ﹤0.01%
971,581
-388,335
2556
$8.35M ﹤0.01%
189,574
-667,711
2557
$8.34M ﹤0.01%
283,447
+51,590
2558
$8.34M ﹤0.01%
155,323
-216,589
2559
$8.33M ﹤0.01%
79,252
-28,568
2560
$8.31M ﹤0.01%
71,865
+31,448
2561
$8.31M ﹤0.01%
1,044,547
+686,290
2562
$8.31M ﹤0.01%
83,364
-191
2563
$8.31M ﹤0.01%
679,188
-7,762
2564
$8.3M ﹤0.01%
459,511
+181,682
2565
$8.29M ﹤0.01%
144,751
+17,581
2566
$8.29M ﹤0.01%
247,359
-80,786
2567
$8.28M ﹤0.01%
241,489
-117,662
2568
$8.28M ﹤0.01%
168,170
-157,873
2569
$8.25M ﹤0.01%
270,529
-234,521
2570
$8.25M ﹤0.01%
263,506
+8,944
2571
$8.25M ﹤0.01%
227,624
+27,287
2572
$8.24M ﹤0.01%
214,756
-37,414
2573
$8.24M ﹤0.01%
758,836
+330,229
2574
$8.24M ﹤0.01%
1,090,930
+462,548
2575
$8.23M ﹤0.01%
149,610
+4,874