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
2601
$8.01M ﹤0.01%
83,322
+33,308
2602
$8.01M ﹤0.01%
238,399
-7,454
2603
$8M ﹤0.01%
590,684
+416,939
2604
$8M ﹤0.01%
209,378
-44,281
2605
$7.99M ﹤0.01%
19,759
-7,162
2606
$7.99M ﹤0.01%
102,226
+12,789
2607
$7.99M ﹤0.01%
382,589
+313,845
2608
$7.98M ﹤0.01%
515,923
-125,174
2609
$7.97M ﹤0.01%
893,050
-110,688
2610
$7.97M ﹤0.01%
165,488
+66,345
2611
$7.97M ﹤0.01%
233,656
-221,229
2612
$7.96M ﹤0.01%
1,592,479
+1,541,149
2613
$7.95M ﹤0.01%
+496,792
2614
$7.94M ﹤0.01%
197,508
+47,541
2615
$7.92M ﹤0.01%
97,362
-60,142
2616
$7.91M ﹤0.01%
144,571
-12,705
2617
$7.88M ﹤0.01%
172,437
-18,443
2618
$7.88M ﹤0.01%
44,553
+10,775
2619
$7.87M ﹤0.01%
100,229
+7,990
2620
$7.85M ﹤0.01%
297,546
+28,043
2621
$7.83M ﹤0.01%
428,296
-96,205
2622
$7.83M ﹤0.01%
273,440
-79,632
2623
$7.83M ﹤0.01%
112,001
+62,269
2624
$7.81M ﹤0.01%
70,068
-1,635
2625
$7.8M ﹤0.01%
1,553,855
+1,288,951
103 104
105
106 107