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
3501
$3.5M ﹤0.01%
54,164
-1,448
3502
$3.49M ﹤0.01%
108,836
-23,112
3503
$3.46M ﹤0.01%
46,066
-3,199
3504
$3.46M ﹤0.01%
68,041
+18,287
3505
$3.46M ﹤0.01%
115,068
-135,633
3506
$3.46M ﹤0.01%
196,614
+30,004
3507
$3.45M ﹤0.01%
133,516
+8,391
3508
$3.45M ﹤0.01%
105,422
+486
3509
$3.45M ﹤0.01%
82,646
-78
3510
$3.44M ﹤0.01%
65,614
+5,634
3511
$3.44M ﹤0.01%
586,227
-89,351
3512
$3.44M ﹤0.01%
134,590
-47,509
3513
$3.44M ﹤0.01%
124,255
+41,458
3514
$3.43M ﹤0.01%
267,955
+107,996
3515
$3.43M ﹤0.01%
149,323
-29,447
3516
$3.43M ﹤0.01%
134,030
+5,324
3517
$3.42M ﹤0.01%
453,518
+8,593
3518
$3.42M ﹤0.01%
218,991
+18,076
3519
$3.42M ﹤0.01%
118,502
+15,200
3520
$3.42M ﹤0.01%
407,432
+333,036
3521
$3.4M ﹤0.01%
590,985
-407,724
3522
$3.4M ﹤0.01%
71,603
+21,247
3523
$3.4M ﹤0.01%
+223,232
3524
$3.39M ﹤0.01%
176,528
+7,187
3525
$3.39M ﹤0.01%
303,823
-157
139 140
141
142 143