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
2776
$6.75M ﹤0.01%
130,050
+3,772
2777
$6.73M ﹤0.01%
384,826
-19,281
2778
$6.73M ﹤0.01%
95,045
+40,588
2779
$6.73M ﹤0.01%
268,170
-12,940
2780
$6.73M ﹤0.01%
75,715
-10,786
2781
$6.73M ﹤0.01%
225,038
-20,456
2782
$6.73M ﹤0.01%
681,493
-669,115
2783
$6.72M ﹤0.01%
70,077
+13,524
2784
$6.72M ﹤0.01%
632,973
-478,787
2785
$6.72M ﹤0.01%
174,983
-47,728
2786
$6.71M ﹤0.01%
107,604
+45,350
2787
$6.71M ﹤0.01%
153,171
+1,940
2788
$6.7M ﹤0.01%
128,214
-100,188
2789
$6.7M ﹤0.01%
138,642
-7,236
2790
$6.68M ﹤0.01%
272,757
-318,656
2791
$6.67M ﹤0.01%
220,596
+103,218
2792
$6.67M ﹤0.01%
100,658
+11,501
2793
$6.66M ﹤0.01%
216,689
-166,929
2794
$6.66M ﹤0.01%
225,638
-62,876
2795
$6.66M ﹤0.01%
418,639
+160,936
2796
$6.65M ﹤0.01%
23,772
+11,472
2797
$6.64M ﹤0.01%
108,308
-102,788
2798
$6.63M ﹤0.01%
88,994
+1,560
2799
$6.62M ﹤0.01%
306,733
-230,326
2800
$6.61M ﹤0.01%
399,288
+8,946
110 111
112
113 114