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
3351
$3.96M ﹤0.01%
690,718
+19,648
3352
$3.96M ﹤0.01%
112,868
+30,957
3353
$3.96M ﹤0.01%
287,010
+173,841
3354
$3.96M ﹤0.01%
93,781
+18,029
3355
$3.96M ﹤0.01%
269,455
+217,240
3356
$3.96M ﹤0.01%
139,537
+25,379
3357
$3.95M ﹤0.01%
413,799
+11,826
3358
$3.94M ﹤0.01%
82,729
+9,173
3359
$3.94M ﹤0.01%
298,550
-3,425
3360
$3.94M ﹤0.01%
285,424
+110,198
3361
$3.93M ﹤0.01%
30,677
-36,761
3362
$3.93M ﹤0.01%
90,338
+33,937
3363
$3.93M ﹤0.01%
73,810
+1,308
3364
$3.93M ﹤0.01%
327,448
+70,643
3365
$3.93M ﹤0.01%
59,477
-260,785
3366
$3.93M ﹤0.01%
997,178
+992,980
3367
$3.92M ﹤0.01%
382,360
-1,941,902
3368
$3.92M ﹤0.01%
156,104
-16,086
3369
$3.91M ﹤0.01%
159,081
-84,747
3370
$3.91M ﹤0.01%
113,527
+14,809
3371
$3.91M ﹤0.01%
123,136
+9,685
3372
$3.91M ﹤0.01%
110,953
+21,768
3373
$3.9M ﹤0.01%
71,962
-8,440
3374
$3.9M ﹤0.01%
213,230
+64,842
3375
$3.9M ﹤0.01%
272,543
+10,911
133 134
135
136 137