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
3726
$2.69M ﹤0.01%
65,704
-2,313
3727
$2.69M ﹤0.01%
1,253
+125
3728
$2.68M ﹤0.01%
184,151
+10,478
3729
$2.68M ﹤0.01%
196,589
+795
3730
$2.68M ﹤0.01%
123,990
+53,536
3731
$2.67M ﹤0.01%
71,210
+2,944
3732
$2.67M ﹤0.01%
38,417
-6,244
3733
$2.67M ﹤0.01%
147,986
+77,943
3734
$2.67M ﹤0.01%
213,038
-8,458
3735
$2.66M ﹤0.01%
124,030
-26,569
3736
$2.66M ﹤0.01%
68,526
-1,675
3737
$2.66M ﹤0.01%
319,417
+72,673
3738
$2.66M ﹤0.01%
185,379
+114,097
3739
$2.65M ﹤0.01%
5,626
+2,481
3740
$2.65M ﹤0.01%
187,620
-537,232
3741
$2.65M ﹤0.01%
175,171
+59,200
3742
$2.65M ﹤0.01%
89,346
+6,297
3743
$2.64M ﹤0.01%
107,653
-666,586
3744
$2.64M ﹤0.01%
22,295
+14,780
3745
$2.63M ﹤0.01%
82,699
-55,361
3746
$2.63M ﹤0.01%
76,744
+2,419
3747
$2.63M ﹤0.01%
421,700
+44,691
3748
$2.63M ﹤0.01%
125,307
-2,558
3749
$2.62M ﹤0.01%
400,280
+24,149
3750
$2.62M ﹤0.01%
82,571
+1,670
148 149
150
151 152