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
2901
$6.02M ﹤0.01%
112,781
-7,434
2902
$6.02M ﹤0.01%
509,875
+66,011
2903
$6.01M ﹤0.01%
407,691
-136,567
2904
$6M ﹤0.01%
51,767
-5,808
2905
$6M ﹤0.01%
155,938
-18,350
2906
$6M ﹤0.01%
325,897
-280,370
2907
$5.98M ﹤0.01%
190,833
+32,156
2908
$5.98M ﹤0.01%
204,859
+45,845
2909
$5.97M ﹤0.01%
47,306
-2,142
2910
$5.97M ﹤0.01%
286,662
+134,569
2911
$5.96M ﹤0.01%
84,567
+539
2912
$5.95M ﹤0.01%
391,415
+107,239
2913
$5.94M ﹤0.01%
1,613,210
+3,032
2914
$5.93M ﹤0.01%
648,472
-15,760
2915
$5.93M ﹤0.01%
121,521
+37,654
2916
$5.93M ﹤0.01%
461,388
-114,172
2917
$5.93M ﹤0.01%
145,601
+9,882
2918
$5.92M ﹤0.01%
237,172
+85,630
2919
$5.91M ﹤0.01%
589,876
-13,725
2920
$5.89M ﹤0.01%
119,776
+16,001
2921
$5.88M ﹤0.01%
300,293
-39,912
2922
$5.88M ﹤0.01%
111,249
-21,012
2923
$5.87M ﹤0.01%
876,582
+176,262
2924
$5.87M ﹤0.01%
117,513
-20,181
2925
$5.87M ﹤0.01%
70,157
-53,829
115 116
117
118 119