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
3301
$4.16M ﹤0.01%
138,895
+22,244
3302
$4.16M ﹤0.01%
366,944
+140,293
3303
$4.16M ﹤0.01%
271,847
-164,457
3304
$4.16M ﹤0.01%
69,256
+20,413
3305
$4.15M ﹤0.01%
200,179
+163,960
3306
$4.15M ﹤0.01%
223,012
+166,885
3307
$4.14M ﹤0.01%
635,664
-17,083
3308
$4.14M ﹤0.01%
162,493
-46,730
3309
$4.14M ﹤0.01%
105,408
-25,704
3310
$4.14M ﹤0.01%
40,489
-2,620
3311
$4.13M ﹤0.01%
140,817
+5,726
3312
$4.12M ﹤0.01%
294,443
+99,324
3313
$4.11M ﹤0.01%
266,226
+199,563
3314
$4.11M ﹤0.01%
106,581
+372
3315
$4.1M ﹤0.01%
359,259
+20,481
3316
$4.1M ﹤0.01%
144,937
+74,793
3317
$4.09M ﹤0.01%
107,581
-17,098
3318
$4.09M ﹤0.01%
59,622
+459
3319
$4.09M ﹤0.01%
126,095
-2,140
3320
$4.09M ﹤0.01%
216,977
+16,833
3321
$4.08M ﹤0.01%
79,997
+31,022
3322
$4.08M ﹤0.01%
36,132
+4,084
3323
$4.08M ﹤0.01%
309,734
+12,552
3324
$4.08M ﹤0.01%
181,076
-234,453
3325
$4.07M ﹤0.01%
94,956
+4,196
131 132
133
134 135