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
3026
$5.34M ﹤0.01%
106,183
-13,717
3027
$5.34M ﹤0.01%
278,374
-84,946
3028
$5.32M ﹤0.01%
109,864
-14,710
3029
$5.31M ﹤0.01%
197,806
+8,006
3030
$5.29M ﹤0.01%
128,223
-58,209
3031
$5.29M ﹤0.01%
134,830
+88,162
3032
$5.29M ﹤0.01%
106,571
-48,496
3033
$5.29M ﹤0.01%
2,186,069
-684,964
3034
$5.28M ﹤0.01%
332,327
+8,231
3035
$5.28M ﹤0.01%
704,103
+20,230
3036
$5.28M ﹤0.01%
240,656
-21,852
3037
$5.28M ﹤0.01%
320,470
-25,447
3038
$5.27M ﹤0.01%
153,410
+62,564
3039
$5.27M ﹤0.01%
395,314
+20,147
3040
$5.26M ﹤0.01%
85,743
-55,744
3041
$5.25M ﹤0.01%
118,005
+21,509
3042
$5.25M ﹤0.01%
400,697
-145,519
3043
$5.24M ﹤0.01%
43,896
+11,962
3044
$5.24M ﹤0.01%
336,134
-6,263
3045
$5.23M ﹤0.01%
351,468
-7,020
3046
$5.23M ﹤0.01%
1,685,923
+491,482
3047
$5.22M ﹤0.01%
+318,200
3048
$5.22M ﹤0.01%
269,168
+216,866
3049
$5.21M ﹤0.01%
182,207
-22,118
3050
$5.21M ﹤0.01%
240,222
-9,586