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
3401
$3.81M ﹤0.01%
255,695
+80,976
3402
$3.81M ﹤0.01%
48,814
-13,062
3403
$3.81M ﹤0.01%
224,129
-34,683
3404
$3.81M ﹤0.01%
90,731
-13,684
3405
$3.8M ﹤0.01%
63,251
+2,216
3406
$3.8M ﹤0.01%
304,778
+45
3407
$3.8M ﹤0.01%
134,806
+1,989
3408
$3.79M ﹤0.01%
77,528
-335
3409
$3.79M ﹤0.01%
366,057
+19,652
3410
$3.79M ﹤0.01%
56,668
+32,715
3411
$3.78M ﹤0.01%
62,911
-194
3412
$3.78M ﹤0.01%
305,672
+10,593
3413
$3.78M ﹤0.01%
539,947
+476,691
3414
$3.77M ﹤0.01%
210,927
+41,344
3415
$3.77M ﹤0.01%
68,800
-1,188
3416
$3.76M ﹤0.01%
157,136
+15,521
3417
$3.76M ﹤0.01%
179,766
+57,838
3418
$3.76M ﹤0.01%
86,706
+40,274
3419
$3.76M ﹤0.01%
82,196
-9,024
3420
$3.76M ﹤0.01%
101,533
+14,123
3421
$3.75M ﹤0.01%
152,606
+57,273
3422
$3.75M ﹤0.01%
112,722
+31,114
3423
$3.75M ﹤0.01%
58,788
+9,774
3424
$3.75M ﹤0.01%
102,536
+32,225
3425
$3.75M ﹤0.01%
308,868
+15,559
135 136
137
138 139