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
2676
$7.5M ﹤0.01%
560,871
-9,498
2677
$7.5M ﹤0.01%
36,154
+3,407
2678
$7.49M ﹤0.01%
208,036
+15,084
2679
$7.47M ﹤0.01%
85,018
+7,441
2680
$7.46M ﹤0.01%
259,171
+54,429
2681
$7.46M ﹤0.01%
239,225
-61,622
2682
$7.45M ﹤0.01%
190,385
+161,842
2683
$7.45M ﹤0.01%
244,624
-186,796
2684
$7.41M ﹤0.01%
574,533
+65,293
2685
$7.4M ﹤0.01%
296,025
-74,385
2686
$7.39M ﹤0.01%
314,612
-95,519
2687
$7.38M ﹤0.01%
300,664
+236,384
2688
$7.37M ﹤0.01%
154,366
-2,838
2689
$7.37M ﹤0.01%
455,859
+145,099
2690
$7.36M ﹤0.01%
125,093
+8,910
2691
$7.35M ﹤0.01%
469,225
+120,135
2692
$7.34M ﹤0.01%
618,519
-416,607
2693
$7.34M ﹤0.01%
157,653
+81,887
2694
$7.33M ﹤0.01%
358,480
+17,303
2695
$7.32M ﹤0.01%
61,025
-16,001
2696
$7.32M ﹤0.01%
795,884
+378,568
2697
$7.32M ﹤0.01%
268,119
-251,434
2698
$7.32M ﹤0.01%
3,127,817
+463,908
2699
$7.32M ﹤0.01%
124,466
+12,067
2700
$7.31M ﹤0.01%
750,191
-207,624
106 107
108
109 110