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
3551
$3.27M ﹤0.01%
66,811
+56,286
3552
$3.26M ﹤0.01%
32,523
+2,301
3553
$3.26M ﹤0.01%
275,818
-5,786
3554
$3.25M ﹤0.01%
140,815
+25,990
3555
$3.25M ﹤0.01%
246,853
+88,737
3556
$3.25M ﹤0.01%
128,336
+43,383
3557
$3.25M ﹤0.01%
184,899
-3,600
3558
$3.24M ﹤0.01%
326,169
+110,853
3559
$3.23M ﹤0.01%
158,332
+5,488
3560
$3.23M ﹤0.01%
177,400
+47,221
3561
$3.23M ﹤0.01%
29,076
+6,504
3562
$3.23M ﹤0.01%
213,038
-5,694
3563
$3.22M ﹤0.01%
67,876
-20,584
3564
$3.21M ﹤0.01%
130,647
-18,470
3565
$3.21M ﹤0.01%
9,694
+5,484
3566
$3.2M ﹤0.01%
970,933
+5,154
3567
$3.2M ﹤0.01%
199,178
+142,657
3568
$3.2M ﹤0.01%
100,245
-16,676
3569
$3.2M ﹤0.01%
93,516
+26,167
3570
$3.19M ﹤0.01%
156,223
-11,852
3571
$3.19M ﹤0.01%
91,656
-2,179
3572
$3.19M ﹤0.01%
130,603
+6,864
3573
$3.18M ﹤0.01%
155,971
-129
3574
$3.18M ﹤0.01%
420,144
+18,241
3575
$3.18M ﹤0.01%
146,129
-44,932
141 142
143
144 145