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
2576
$8.23M ﹤0.01%
97,134
-446,356
2577
$8.22M ﹤0.01%
714,346
+40,155
2578
$8.21M ﹤0.01%
107,293
+51,429
2579
$8.21M ﹤0.01%
336,912
+59,224
2580
$8.21M ﹤0.01%
311,015
-57,422
2581
$8.21M ﹤0.01%
455,825
-613,825
2582
$8.2M ﹤0.01%
85,325
-1,733
2583
$8.18M ﹤0.01%
71,595
+1,152
2584
$8.17M ﹤0.01%
191,511
-160,233
2585
$8.17M ﹤0.01%
2,007,315
-331,606
2586
$8.16M ﹤0.01%
133,592
-37,267
2587
$8.16M ﹤0.01%
664,273
-39,015
2588
$8.15M ﹤0.01%
1,398,232
-89,899
2589
$8.12M ﹤0.01%
70,661
-19,038
2590
$8.11M ﹤0.01%
198,860
+6,938
2591
$8.11M ﹤0.01%
477,197
+23,934
2592
$8.1M ﹤0.01%
72,285
-15,678
2593
$8.09M ﹤0.01%
290,644
-114,630
2594
$8.09M ﹤0.01%
481,101
+15,435
2595
$8.06M ﹤0.01%
667,062
+11,463
2596
$8.04M ﹤0.01%
299,338
-2,933
2597
$8.04M ﹤0.01%
246,533
+13,426
2598
$8.03M ﹤0.01%
243,495
+14,534
2599
$8.02M ﹤0.01%
691,746
+48,108
2600
$8.02M ﹤0.01%
170,507
+79,236