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
2651
$7.63M ﹤0.01%
182,777
-11,285
2652
$7.63M ﹤0.01%
127,359
-367,489
2653
$7.61M ﹤0.01%
131,358
+15,119
2654
$7.59M ﹤0.01%
88,036
-12,459
2655
$7.58M ﹤0.01%
232,613
+13,358
2656
$7.58M ﹤0.01%
457,630
-138,835
2657
$7.58M ﹤0.01%
77,193
-21
2658
$7.57M ﹤0.01%
215,873
-57,011
2659
$7.55M ﹤0.01%
246,487
+54,943
2660
$7.55M ﹤0.01%
168,275
+30,061
2661
$7.55M ﹤0.01%
1,050,941
-3,802,955
2662
$7.55M ﹤0.01%
666,930
+297,190
2663
$7.55M ﹤0.01%
816,574
+216,602
2664
$7.55M ﹤0.01%
324,080
-51,456
2665
$7.54M ﹤0.01%
1,584,860
-201,078
2666
$7.54M ﹤0.01%
361,789
+127,344
2667
$7.54M ﹤0.01%
601,794
+3,703
2668
$7.54M ﹤0.01%
358,972
-31,555
2669
$7.53M ﹤0.01%
487,525
+81,068
2670
$7.53M ﹤0.01%
325,473
+48,275
2671
$7.52M ﹤0.01%
935,821
+626,043
2672
$7.52M ﹤0.01%
319,975
-90,788
2673
$7.51M ﹤0.01%
89,200
+20,827
2674
$7.5M ﹤0.01%
314,590
+69,882
2675
$7.5M ﹤0.01%
1,005,345
+389,031
105 106
107
108 109