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
2826
$6.43M ﹤0.01%
82,386
-22,186
2827
$6.42M ﹤0.01%
160,013
+57,532
2828
$6.42M ﹤0.01%
176,052
-402
2829
$6.42M ﹤0.01%
342,902
-32,251
2830
$6.41M ﹤0.01%
272,092
+3,781
2831
$6.41M ﹤0.01%
387,671
+65,530
2832
$6.4M ﹤0.01%
262,967
+77,180
2833
$6.39M ﹤0.01%
558,191
-15,786,180
2834
$6.39M ﹤0.01%
313,014
-375,803
2835
$6.38M ﹤0.01%
185,669
-16,000
2836
$6.38M ﹤0.01%
1,182,863
+253,549
2837
$6.37M ﹤0.01%
30,684
-4,454
2838
$6.37M ﹤0.01%
181,926
+26,364
2839
$6.37M ﹤0.01%
45,817
-19,227
2840
$6.36M ﹤0.01%
168,829
+31,499
2841
$6.36M ﹤0.01%
70,506
-3,431
2842
$6.36M ﹤0.01%
214,797
-60,311
2843
$6.35M ﹤0.01%
249,469
-33,738
2844
$6.34M ﹤0.01%
112,622
+5,647
2845
$6.33M ﹤0.01%
154,572
+31,356
2846
$6.33M ﹤0.01%
136,376
-8,707
2847
$6.33M ﹤0.01%
172,391
+4,215
2848
$6.32M ﹤0.01%
+212,405
2849
$6.32M ﹤0.01%
1,835
+77
2850
$6.32M ﹤0.01%
99,841
+23,273
112 113
114
115 116