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
2626
$7.8M ﹤0.01%
780,390
2627
$7.79M ﹤0.01%
387,196
-281,557
2628
$7.79M ﹤0.01%
122,159
+2,043
2629
$7.79M ﹤0.01%
254,211
+10,035
2630
$7.78M ﹤0.01%
212,527
-129,438
2631
$7.78M ﹤0.01%
299,137
-179,957
2632
$7.77M ﹤0.01%
58,638
+26,076
2633
$7.77M ﹤0.01%
1,206,505
+68,375
2634
$7.77M ﹤0.01%
203,879
+84,188
2635
$7.76M ﹤0.01%
300,292
+213,277
2636
$7.76M ﹤0.01%
131,256
+42,145
2637
$7.75M ﹤0.01%
116,626
+24,573
2638
$7.75M ﹤0.01%
808,564
-87,722
2639
$7.74M ﹤0.01%
187,862
+152,492
2640
$7.73M ﹤0.01%
130,831
+33,920
2641
$7.73M ﹤0.01%
1,717,718
-433,425
2642
$7.72M ﹤0.01%
358,828
-46,377
2643
$7.71M ﹤0.01%
252,699
+62,884
2644
$7.68M ﹤0.01%
89,687
+25,355
2645
$7.68M ﹤0.01%
426,481
-68,282
2646
$7.67M ﹤0.01%
229,099
-47,866
2647
$7.67M ﹤0.01%
213,276
+8,648
2648
$7.67M ﹤0.01%
317,774
+40,668
2649
$7.66M ﹤0.01%
78,375
+17,409
2650
$7.65M ﹤0.01%
32,797
+7,159
104 105
106
107 108