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
3001
$5.49M ﹤0.01%
2,190
-1,981
3002
$5.47M ﹤0.01%
1,167,551
+168,672
3003
$5.47M ﹤0.01%
161,096
+11,678
3004
$5.47M ﹤0.01%
335,159
-2,350
3005
$5.47M ﹤0.01%
368,528
-122,206
3006
$5.47M ﹤0.01%
149,441
+36,661
3007
$5.46M ﹤0.01%
137,629
+74,938
3008
$5.46M ﹤0.01%
157,490
+32,875
3009
$5.45M ﹤0.01%
146,572
+35,155
3010
$5.44M ﹤0.01%
117,087
+30,992
3011
$5.44M ﹤0.01%
155,293
+22,865
3012
$5.44M ﹤0.01%
533,635
-190,545
3013
$5.44M ﹤0.01%
110,324
-48,019
3014
$5.44M ﹤0.01%
1,742,474
+557,090
3015
$5.43M ﹤0.01%
157,955
+34,203
3016
$5.43M ﹤0.01%
52,295
-215,447
3017
$5.42M ﹤0.01%
63,573
-102,629
3018
$5.42M ﹤0.01%
193,551
+177,161
3019
$5.42M ﹤0.01%
118,142
+14,310
3020
$5.42M ﹤0.01%
398,297
+173,586
3021
$5.41M ﹤0.01%
324,977
+203,883
3022
$5.39M ﹤0.01%
96,194
+7,664
3023
$5.37M ﹤0.01%
735,797
+221,801
3024
$5.36M ﹤0.01%
185,338
-18,080
3025
$5.36M ﹤0.01%
121,882
+55,959