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
3876
$2.25M ﹤0.01%
141,413
-80,773
3877
$2.25M ﹤0.01%
85,791
+23,672
3878
$2.25M ﹤0.01%
102,240
+84,552
3879
$2.25M ﹤0.01%
88,746
+321
3880
$2.25M ﹤0.01%
205,349
+33,296
3881
$2.25M ﹤0.01%
19,144
-6,730
3882
$2.25M ﹤0.01%
210,647
-12,909
3883
$2.24M ﹤0.01%
7,296
+1,920
3884
$2.24M ﹤0.01%
177,996
+129,306
3885
$2.24M ﹤0.01%
81,321
-110
3886
$2.24M ﹤0.01%
163,910
+8,362
3887
$2.24M ﹤0.01%
6,000
+3,694
3888
$2.24M ﹤0.01%
93,557
-5,487
3889
$2.24M ﹤0.01%
94,699
+70,276
3890
$2.23M ﹤0.01%
126,360
+56,652
3891
$2.23M ﹤0.01%
108,084
-66,339
3892
$2.23M ﹤0.01%
135,292
+10,632
3893
$2.23M ﹤0.01%
158,707
+12,825
3894
$2.23M ﹤0.01%
44,664
+712
3895
$2.23M ﹤0.01%
98,538
-84,327
3896
$2.22M ﹤0.01%
84,920
-5,605
3897
$2.22M ﹤0.01%
41,483
+753
3898
$2.21M ﹤0.01%
156,289
+9,725
3899
$2.21M ﹤0.01%
38,291
+700
3900
$2.21M ﹤0.01%
34,150
-613
154 155
156
157 158