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
2851
$6.32M ﹤0.01%
156,749
+66,028
2852
$6.32M ﹤0.01%
243,272
-181,159
2853
$6.31M ﹤0.01%
287,314
-10,580
2854
$6.31M ﹤0.01%
187,450
+23,708
2855
$6.31M ﹤0.01%
4,042,948
+680,687
2856
$6.29M ﹤0.01%
95,998
-198,059
2857
$6.29M ﹤0.01%
488,738
+19,069
2858
$6.27M ﹤0.01%
155,264
-130,528
2859
$6.27M ﹤0.01%
1,801,858
-619,439
2860
$6.26M ﹤0.01%
164,609
+4,679
2861
$6.26M ﹤0.01%
116,023
+19,371
2862
$6.26M ﹤0.01%
477,596
+35,682
2863
$6.25M ﹤0.01%
2,549,425
+2,439,550
2864
$6.24M ﹤0.01%
53,304
-96,198
2865
$6.23M ﹤0.01%
108,101
+12,949
2866
$6.23M ﹤0.01%
141,671
-124,546
2867
$6.21M ﹤0.01%
479,726
+6,882
2868
$6.21M ﹤0.01%
255,012
+156,130
2869
$6.2M ﹤0.01%
2,001,237
+229,802
2870
$6.19M ﹤0.01%
169,382
-426
2871
$6.18M ﹤0.01%
463,959
+56,843
2872
$6.17M ﹤0.01%
1,123,389
-8,192
2873
$6.16M ﹤0.01%
153,443
-221,487
2874
$6.15M ﹤0.01%
342,424
+179,043
2875
$6.14M ﹤0.01%
682,578
+470,181
113 114
115
116 117