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
3901
$2.21M ﹤0.01%
35,747
-34,960
3902
$2.21M ﹤0.01%
77,693
+15,772
3903
$2.21M ﹤0.01%
52,561
-59,508
3904
$2.2M ﹤0.01%
+41,627
3905
$2.2M ﹤0.01%
231,340
+6,290
3906
$2.19M ﹤0.01%
19,016
-9,456
3907
$2.19M ﹤0.01%
44,487
+29,690
3908
$2.19M ﹤0.01%
72,428
-118
3909
$2.19M ﹤0.01%
115,259
-1,847
3910
$2.19M ﹤0.01%
177,119
+9,117
3911
$2.19M ﹤0.01%
164,461
-182,213
3912
$2.19M ﹤0.01%
79,513
+2,842
3913
$2.19M ﹤0.01%
131,031
-3,168
3914
$2.18M ﹤0.01%
19,812
-5,669
3915
$2.18M ﹤0.01%
50,579
-65,094
3916
$2.18M ﹤0.01%
17,865
-6,302
3917
$2.18M ﹤0.01%
154,816
+4,932
3918
$2.17M ﹤0.01%
190,548
-38,131
3919
$2.17M ﹤0.01%
128,072
+10,692
3920
$2.17M ﹤0.01%
220,387
+58,045
3921
$2.17M ﹤0.01%
184,791
-84,133
3922
$2.17M ﹤0.01%
59,156
+40,569
3923
$2.17M ﹤0.01%
247,650
-36,802
3924
$2.17M ﹤0.01%
271,620
+126,969
3925
$2.17M ﹤0.01%
64,811
+5,151
155 156
157
158 159