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
3376
$3.89M ﹤0.01%
103,803
-15,861
3377
$3.89M ﹤0.01%
67,349
-6,074
3378
$3.88M ﹤0.01%
84,359
-92,431
3379
$3.88M ﹤0.01%
294,890
+13,077
3380
$3.88M ﹤0.01%
216,216
-32,403
3381
$3.88M ﹤0.01%
136,028
+103,588
3382
$3.88M ﹤0.01%
86,201
-1,023,033
3383
$3.87M ﹤0.01%
363,122
+6,234
3384
$3.85M ﹤0.01%
365,435
+3,677
3385
$3.85M ﹤0.01%
97,483
+48,382
3386
$3.85M ﹤0.01%
82,030
+12,738
3387
$3.84M ﹤0.01%
995,611
-23,969
3388
$3.84M ﹤0.01%
448,644
+76,673
3389
$3.84M ﹤0.01%
282,371
+100,258
3390
$3.83M ﹤0.01%
113,892
-4,733
3391
$3.83M ﹤0.01%
187,067
+61,620
3392
$3.83M ﹤0.01%
93,714
-24,319
3393
$3.83M ﹤0.01%
8,450
-630
3394
$3.83M ﹤0.01%
169,430
-20,832
3395
$3.83M ﹤0.01%
114,558
+20,179
3396
$3.82M ﹤0.01%
347,887
+35,880
3397
$3.82M ﹤0.01%
248,843
+86,364
3398
$3.82M ﹤0.01%
235,796
+75,391
3399
$3.81M ﹤0.01%
64,080
-10,309
3400
$3.81M ﹤0.01%
12,039
+3,549
134 135
136
137 138