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
3176
$4.63M ﹤0.01%
+68,374
3177
$4.63M ﹤0.01%
73,139
+5,034
3178
$4.63M ﹤0.01%
54,534
-3,307
3179
$4.62M ﹤0.01%
102,626
+6,071
3180
$4.62M ﹤0.01%
346,850
+90,794
3181
$4.61M ﹤0.01%
207,376
+31,315
3182
$4.61M ﹤0.01%
485,271
-17,664
3183
$4.59M ﹤0.01%
197,560
-1,379,696
3184
$4.59M ﹤0.01%
86,878
+11,699
3185
$4.59M ﹤0.01%
138,411
+3,350
3186
$4.59M ﹤0.01%
135,930
-55,090
3187
$4.58M ﹤0.01%
261,611
+10,845
3188
$4.58M ﹤0.01%
126,680
+39,522
3189
$4.58M ﹤0.01%
127,302
+14,839
3190
$4.57M ﹤0.01%
158,037
+39,996
3191
$4.57M ﹤0.01%
77,348
+648
3192
$4.57M ﹤0.01%
313,506
+214,004
3193
$4.56M ﹤0.01%
167,415
+4,717
3194
$4.56M ﹤0.01%
71,556
-27,681
3195
$4.56M ﹤0.01%
112,871
+32,518
3196
$4.56M ﹤0.01%
83,946
+4,598
3197
$4.55M ﹤0.01%
48,965
-25,946
3198
$4.55M ﹤0.01%
161,070
+6,479
3199
$4.54M ﹤0.01%
140,341
+37,582
3200
$4.53M ﹤0.01%
175,129
+33,839
126 127
128
129 130