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
2726
$7.1M ﹤0.01%
413,174
-273,940
2727
$7.1M ﹤0.01%
291,992
-55,515
2728
$7.08M ﹤0.01%
328,420
+12,352
2729
$7.07M ﹤0.01%
181,891
+19,375
2730
$7.07M ﹤0.01%
36,740
+29,708
2731
$7.06M ﹤0.01%
100,636
-3,252
2732
$7.06M ﹤0.01%
1,420,931
-735,715
2733
$7.05M ﹤0.01%
113,169
-35,749
2734
$7.05M ﹤0.01%
54,711
+333
2735
$7.04M ﹤0.01%
314,184
+19,291
2736
$7.04M ﹤0.01%
112,892
-11,163
2737
$7.01M ﹤0.01%
925,476
-31,143
2738
$6.98M ﹤0.01%
256,309
-177,214
2739
$6.97M ﹤0.01%
545,810
-90,430
2740
$6.97M ﹤0.01%
220,765
-31,902
2741
$6.96M ﹤0.01%
160,065
+11,954
2742
$6.96M ﹤0.01%
94,266
+33,520
2743
$6.95M ﹤0.01%
991,877
+100,330
2744
$6.94M ﹤0.01%
131,485
+4,899
2745
$6.94M ﹤0.01%
119,275
+39,956
2746
$6.93M ﹤0.01%
53,907
-46,689
2747
$6.92M ﹤0.01%
198,332
+125,967
2748
$6.92M ﹤0.01%
214,331
+20,891
2749
$6.91M ﹤0.01%
295,559
-102,918
2750
$6.91M ﹤0.01%
691,326
+11,531
108 109
110
111 112