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
3651
$2.93M ﹤0.01%
126,882
+61,216
3652
$2.93M ﹤0.01%
270,612
-31,779
3653
$2.93M ﹤0.01%
241,145
-60,613
3654
$2.93M ﹤0.01%
63,223
+2,418
3655
$2.92M ﹤0.01%
122,446
-3,162
3656
$2.92M ﹤0.01%
41,072
+3,523
3657
$2.91M ﹤0.01%
146,721
+12,340
3658
$2.91M ﹤0.01%
25,536
+3,541
3659
$2.91M ﹤0.01%
111,934
-365,146
3660
$2.9M ﹤0.01%
166,963
-99,768
3661
$2.9M ﹤0.01%
300,003
+53,174
3662
$2.9M ﹤0.01%
149,130
+9,013
3663
$2.9M ﹤0.01%
80,458
-50,755
3664
$2.9M ﹤0.01%
229,228
-178,633
3665
$2.9M ﹤0.01%
53,240
-5,425
3666
$2.89M ﹤0.01%
+119,243
3667
$2.89M ﹤0.01%
433,767
+16,662
3668
$2.89M ﹤0.01%
52,331
+7,693
3669
$2.89M ﹤0.01%
248,103
+44,073
3670
$2.89M ﹤0.01%
206,254
-14,953
3671
$2.88M ﹤0.01%
194,114
+3,344
3672
$2.88M ﹤0.01%
63,647
-254,503
3673
$2.87M ﹤0.01%
133,992
+23,202
3674
$2.87M ﹤0.01%
81,042
+6,630
3675
$2.87M ﹤0.01%
56,844
-36,262
145 146
147
148 149