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
3751
$2.61M ﹤0.01%
112,976
+24,942
3752
$2.61M ﹤0.01%
60,059
+273
3753
$2.61M ﹤0.01%
25,839
-2,611
3754
$2.6M ﹤0.01%
114,058
+654
3755
$2.6M ﹤0.01%
70,125
-17,313
3756
$2.6M ﹤0.01%
105,520
+13,316
3757
$2.6M ﹤0.01%
20,926
+764
3758
$2.59M ﹤0.01%
21,846
-12,020
3759
$2.59M ﹤0.01%
119,995
+20,079
3760
$2.59M ﹤0.01%
736,715
+338,546
3761
$2.59M ﹤0.01%
1,094,290
+183,700
3762
$2.58M ﹤0.01%
81,876
-39,809
3763
$2.58M ﹤0.01%
56,947
-17,476
3764
$2.58M ﹤0.01%
73,635
-7,197
3765
$2.58M ﹤0.01%
74,641
-3,214
3766
$2.57M ﹤0.01%
101,601
+11,628
3767
$2.57M ﹤0.01%
220,164
-27,738
3768
$2.57M ﹤0.01%
940,618
+298,487
3769
$2.56M ﹤0.01%
35,444
+3,272
3770
$2.56M ﹤0.01%
123,758
+31,049
3771
$2.56M ﹤0.01%
43,781
+3,482
3772
$2.54M ﹤0.01%
276,870
-1,964
3773
$2.54M ﹤0.01%
79,878
+6,717
3774
$2.54M ﹤0.01%
9,973
-2,743
3775
$2.54M ﹤0.01%
+78,984
149 150
151
152 153