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
3476
$3.58M ﹤0.01%
413,058
-5,915
3477
$3.58M ﹤0.01%
238,384
+111,262
3478
$3.57M ﹤0.01%
+215,775
3479
$3.57M ﹤0.01%
216,851
+30,127
3480
$3.57M ﹤0.01%
65,973
+51,781
3481
$3.57M ﹤0.01%
23,545
+2,866
3482
$3.56M ﹤0.01%
67,802
-51,371
3483
$3.56M ﹤0.01%
102,128
-73,139
3484
$3.56M ﹤0.01%
74,459
+43,475
3485
$3.55M ﹤0.01%
339,334
-43,337
3486
$3.55M ﹤0.01%
145,923
-231,440
3487
$3.55M ﹤0.01%
111,648
-25,828
3488
$3.55M ﹤0.01%
109,688
+76,905
3489
$3.55M ﹤0.01%
107,809
-5,752
3490
$3.55M ﹤0.01%
170,090
-78,797
3491
$3.54M ﹤0.01%
47,380
+543
3492
$3.54M ﹤0.01%
70,869
+6,726
3493
$3.54M ﹤0.01%
356,478
+6,363
3494
$3.53M ﹤0.01%
228,450
-21,214
3495
$3.52M ﹤0.01%
65,911
-3,473
3496
$3.52M ﹤0.01%
492,180
+160,001
3497
$3.52M ﹤0.01%
82,676
-193,296
3498
$3.51M ﹤0.01%
112,574
+50,198
3499
$3.51M ﹤0.01%
39,187
+13,183
3500
$3.51M ﹤0.01%
49,730
+9,532
138 139
140
141 142