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
3426
$3.74M ﹤0.01%
181,587
-43,541
3427
$3.74M ﹤0.01%
225,725
+49,209
3428
$3.74M ﹤0.01%
105,376
-9,407
3429
$3.73M ﹤0.01%
166,244
-38,836
3430
$3.73M ﹤0.01%
106,633
+21,124
3431
$3.73M ﹤0.01%
438,552
-12,009
3432
$3.73M ﹤0.01%
289,652
-33,669
3433
$3.73M ﹤0.01%
23,432
-2,227
3434
$3.72M ﹤0.01%
66,943
-65,112
3435
$3.72M ﹤0.01%
169,812
+16,009
3436
$3.71M ﹤0.01%
342,372
-78,680
3437
$3.71M ﹤0.01%
190,092
+58,002
3438
$3.7M ﹤0.01%
106,611
-125,173
3439
$3.7M ﹤0.01%
159,930
-62,569
3440
$3.7M ﹤0.01%
202,760
+8,172
3441
$3.69M ﹤0.01%
233,099
-75,354
3442
$3.69M ﹤0.01%
487,929
+4,253
3443
$3.69M ﹤0.01%
42,983
+2,077
3444
$3.68M ﹤0.01%
63,804
+20,884
3445
$3.68M ﹤0.01%
106,507
-12,480
3446
$3.68M ﹤0.01%
210,372
+127,406
3447
$3.67M ﹤0.01%
159,712
-38,365
3448
$3.67M ﹤0.01%
143,447
+14,869
3449
$3.67M ﹤0.01%
131,722
+10,332
3450
$3.67M ﹤0.01%
650,077
-23,255
136 137
138
139 140