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
2976
$5.64M ﹤0.01%
93,860
-1,216
2977
$5.63M ﹤0.01%
361,958
+169,896
2978
$5.63M ﹤0.01%
156,033
-2,948
2979
$5.62M ﹤0.01%
99,645
+16,920
2980
$5.62M ﹤0.01%
231,157
-158,721
2981
$5.62M ﹤0.01%
134,218
+188
2982
$5.61M ﹤0.01%
189,162
+166,780
2983
$5.6M ﹤0.01%
221,304
-62,026
2984
$5.6M ﹤0.01%
157,318
-19,897
2985
$5.59M ﹤0.01%
5,966,991
-225,492
2986
$5.58M ﹤0.01%
135,941
2987
$5.58M ﹤0.01%
69,747
-5,247
2988
$5.57M ﹤0.01%
93,147
+25,690
2989
$5.56M ﹤0.01%
528,787
+14,714
2990
$5.55M ﹤0.01%
85,827
+7,062
2991
$5.54M ﹤0.01%
216,725
-40,319
2992
$5.53M ﹤0.01%
105,783
-5,727
2993
$5.52M ﹤0.01%
462,273
-274,844
2994
$5.52M ﹤0.01%
36,594
-20,171
2995
$5.51M ﹤0.01%
143,812
+40,026
2996
$5.51M ﹤0.01%
538,069
-81,829
2997
$5.51M ﹤0.01%
131,269
-145,073
2998
$5.51M ﹤0.01%
166,518
+21,396
2999
$5.5M ﹤0.01%
862,513
+180,766
3000
$5.5M ﹤0.01%
102,878
-120,842