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
3451
$3.67M ﹤0.01%
219,715
-33,975
3452
$3.66M ﹤0.01%
76,944
+22,141
3453
$3.66M ﹤0.01%
102,402
+11,786
3454
$3.66M ﹤0.01%
96,314
+2,634
3455
$3.65M ﹤0.01%
262,624
+188,592
3456
$3.65M ﹤0.01%
228,210
-9,516
3457
$3.65M ﹤0.01%
82,813
+9,306
3458
$3.65M ﹤0.01%
208,485
+116,214
3459
$3.64M ﹤0.01%
68,271
+14,978
3460
$3.64M ﹤0.01%
61,720
+305
3461
$3.64M ﹤0.01%
21,251
-26,097
3462
$3.64M ﹤0.01%
247,227
+17,840
3463
$3.64M ﹤0.01%
86,356
+18,530
3464
$3.64M ﹤0.01%
96,277
-3,994
3465
$3.63M ﹤0.01%
202,125
-6,355
3466
$3.63M ﹤0.01%
75,374
-20,838
3467
$3.63M ﹤0.01%
98,406
-3,101
3468
$3.62M ﹤0.01%
160,031
+32,894
3469
$3.62M ﹤0.01%
88,678
+4,376
3470
$3.62M ﹤0.01%
824,625
+317,586
3471
$3.62M ﹤0.01%
67,407
-59,083
3472
$3.61M ﹤0.01%
1,616,973
+627,350
3473
$3.6M ﹤0.01%
8,999
-4,715
3474
$3.6M ﹤0.01%
88,307
+26,606
3475
$3.59M ﹤0.01%
248,952
-13,084
137 138
139
140 141