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
3326
$4.07M ﹤0.01%
174,359
+47,917
3327
$4.07M ﹤0.01%
1,221,067
-62,213
3328
$4.06M ﹤0.01%
68,602
-23,998
3329
$4.06M ﹤0.01%
231,721
-30,193
3330
$4.05M ﹤0.01%
106,275
-16,920
3331
$4.05M ﹤0.01%
+218,069
3332
$4.04M ﹤0.01%
220,690
+39,934
3333
$4.03M ﹤0.01%
264,523
+214,235
3334
$4.03M ﹤0.01%
1,291,522
+167,115
3335
$4.02M ﹤0.01%
192,798
-49,068
3336
$4.02M ﹤0.01%
186,604
-27,927
3337
$4.02M ﹤0.01%
147,932
+73,745
3338
$4.01M ﹤0.01%
171,077
+84,502
3339
$4.01M ﹤0.01%
204,822
+10,660
3340
$4.01M ﹤0.01%
219,570
+6,170
3341
$4.01M ﹤0.01%
1,985,834
+77,502
3342
$4M ﹤0.01%
211,499
+16,630
3343
$4M ﹤0.01%
275,937
+37,666
3344
$4M ﹤0.01%
209,411
-196,377
3345
$3.99M ﹤0.01%
68,736
-111
3346
$3.98M ﹤0.01%
224,363
-178,139
3347
$3.98M ﹤0.01%
62,010
+1,570
3348
$3.98M ﹤0.01%
277,922
+9,787
3349
$3.97M ﹤0.01%
179,238
+2,593
3350
$3.97M ﹤0.01%
369,625
+7,421
132 133
134
135 136