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
2751
$6.9M ﹤0.01%
431,077
+28,287
2752
$6.89M ﹤0.01%
61,382
-60,138
2753
$6.89M ﹤0.01%
117,809
-11,463
2754
$6.88M ﹤0.01%
325,518
-202,889
2755
$6.88M ﹤0.01%
155,386
+61,250
2756
$6.88M ﹤0.01%
81,996
+55,187
2757
$6.87M ﹤0.01%
98,646
+4,740
2758
$6.87M ﹤0.01%
160,642
+34,573
2759
$6.86M ﹤0.01%
50
+46
2760
$6.86M ﹤0.01%
114,224
+11,022
2761
$6.85M ﹤0.01%
353,964
+38,441
2762
$6.84M ﹤0.01%
116,663
-7,993
2763
$6.83M ﹤0.01%
133,483
-112,066
2764
$6.83M ﹤0.01%
409,386
+225,414
2765
$6.83M ﹤0.01%
156,188
-411,529
2766
$6.82M ﹤0.01%
308,505
+101,083
2767
$6.82M ﹤0.01%
663,634
-38,354
2768
$6.81M ﹤0.01%
262,441
-145,403
2769
$6.81M ﹤0.01%
278,590
-303,973
2770
$6.79M ﹤0.01%
275,994
-1,096,124
2771
$6.79M ﹤0.01%
266,130
+42,736
2772
$6.79M ﹤0.01%
232,926
+117,065
2773
$6.78M ﹤0.01%
200,085
-53,165
2774
$6.77M ﹤0.01%
189,588
-30,298
2775
$6.75M ﹤0.01%
274,394
+7,396
109 110
111
112 113