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
2876
$6.12M ﹤0.01%
87,035
-81,607
2877
$6.12M ﹤0.01%
135,189
+54,822
2878
$6.12M ﹤0.01%
438,266
+207,507
2879
$6.11M ﹤0.01%
109,837
+54,205
2880
$6.1M ﹤0.01%
514,095
+288,605
2881
$6.09M ﹤0.01%
284,901
-355,242
2882
$6.09M ﹤0.01%
124,321
-20,883
2883
$6.09M ﹤0.01%
107,779
-4,335
2884
$6.09M ﹤0.01%
945,504
-272,243
2885
$6.09M ﹤0.01%
178,985
-67,992
2886
$6.08M ﹤0.01%
116,812
+20,944
2887
$6.07M ﹤0.01%
208,097
+33,570
2888
$6.07M ﹤0.01%
137,248
+29,816
2889
$6.07M ﹤0.01%
470,143
+263,152
2890
$6.06M ﹤0.01%
727,942
-20,501
2891
$6.06M ﹤0.01%
83,861
+15,674
2892
$6.05M ﹤0.01%
443,481
+142,929
2893
$6.04M ﹤0.01%
285,203
+8,262
2894
$6.03M ﹤0.01%
272,378
-52,387
2895
$6.03M ﹤0.01%
70,533
-23,719
2896
$6.03M ﹤0.01%
112,933
-20,343
2897
$6.03M ﹤0.01%
684,202
+410,852
2898
$6.03M ﹤0.01%
30,885
+793
2899
$6.02M ﹤0.01%
134,575
-1,873,611
2900
$6.02M ﹤0.01%
189,312
+74,303
114 115
116
117 118