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
2801
$6.61M ﹤0.01%
180,114
-22,039
2802
$6.61M ﹤0.01%
245,169
-5,118
2803
$6.61M ﹤0.01%
205,804
-58,308
2804
$6.61M ﹤0.01%
344,710
-136,429
2805
$6.6M ﹤0.01%
205,385
-784,997
2806
$6.6M ﹤0.01%
265,659
-31,301
2807
$6.6M ﹤0.01%
71,567
+15,237
2808
$6.59M ﹤0.01%
409,826
+207,743
2809
$6.59M ﹤0.01%
317,511
+194,941
2810
$6.59M ﹤0.01%
7,269
+4,437
2811
$6.57M ﹤0.01%
180,449
+110,558
2812
$6.55M ﹤0.01%
128,004
-62,252
2813
$6.55M ﹤0.01%
148,725
-61,929
2814
$6.51M ﹤0.01%
276,987
+1,220
2815
$6.51M ﹤0.01%
310,365
+107,564
2816
$6.5M ﹤0.01%
95,079
-364,672
2817
$6.5M ﹤0.01%
121,694
-1,756
2818
$6.49M ﹤0.01%
154,424
-17,196
2819
$6.48M ﹤0.01%
169,946
-1,167
2820
$6.48M ﹤0.01%
124,861
-4,511
2821
$6.46M ﹤0.01%
49,178
-55,928
2822
$6.46M ﹤0.01%
588,275
+3,884
2823
$6.46M ﹤0.01%
244,932
+12,044
2824
$6.44M ﹤0.01%
174,068
+30,664
2825
$6.43M ﹤0.01%
695,148
+98,406