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
3926
$2.17M ﹤0.01%
175,509
-8,333
3927
$2.16M ﹤0.01%
80,728
-20,419
3928
$2.16M ﹤0.01%
86,726
-1,009
3929
$2.16M ﹤0.01%
642,383
-30,237
3930
$2.16M ﹤0.01%
75,526
+5,538
3931
$2.16M ﹤0.01%
148,382
-19,489
3932
$2.16M ﹤0.01%
100,460
+15,067
3933
$2.16M ﹤0.01%
240,756
+1,518
3934
$2.15M ﹤0.01%
192,644
-111,663
3935
$2.15M ﹤0.01%
46,949
-1,783
3936
$2.14M ﹤0.01%
33,302
-984
3937
$2.14M ﹤0.01%
1,320,996
+268,085
3938
$2.14M ﹤0.01%
25,464
-3,545
3939
$2.14M ﹤0.01%
64,583
+11,091
3940
$2.13M ﹤0.01%
28,426
+2,688
3941
$2.13M ﹤0.01%
243,317
-76,606
3942
$2.13M ﹤0.01%
197,096
+125,424
3943
$2.13M ﹤0.01%
61,975
-43,411
3944
$2.12M ﹤0.01%
102,639
-654,777
3945
$2.12M ﹤0.01%
164,477
+21,257
3946
$2.12M ﹤0.01%
290,575
+60,575
3947
$2.12M ﹤0.01%
31,139
-553
3948
$2.12M ﹤0.01%
73,700
-3,631
3949
$2.11M ﹤0.01%
57,787
+41,905
3950
$2.11M ﹤0.01%
40,583
+8,964
156 157
158
159 160