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
4001
$1.98M ﹤0.01%
90,033
-5,555
4002
$1.98M ﹤0.01%
296,519
+52,033
4003
$1.98M ﹤0.01%
309,425
+6,229
4004
$1.97M ﹤0.01%
125,367
-556,875
4005
$1.97M ﹤0.01%
43,929
+14,528
4006
$1.97M ﹤0.01%
166,068
-59,071
4007
$1.97M ﹤0.01%
92,837
+22,894
4008
$1.97M ﹤0.01%
11,260
+1,642
4009
$1.96M ﹤0.01%
190,143
+28,021
4010
$1.96M ﹤0.01%
68,791
-35,554
4011
$1.95M ﹤0.01%
31,762
-6,790
4012
$1.95M ﹤0.01%
37,260
-108,152
4013
$1.94M ﹤0.01%
388,451
-125,836
4014
$1.94M ﹤0.01%
190,896
-136,689
4015
$1.93M ﹤0.01%
170,976
-181,533
4016
$1.93M ﹤0.01%
20,282
+269
4017
$1.93M ﹤0.01%
133,761
+74,649
4018
$1.93M ﹤0.01%
78,592
-1,601
4019
$1.93M ﹤0.01%
56,821
-38,324
4020
$1.93M ﹤0.01%
74,650
+1,456
4021
$1.93M ﹤0.01%
123,460
+80,634
4022
$1.93M ﹤0.01%
+35,944
4023
$1.93M ﹤0.01%
77,230
+23,157
4024
$1.92M ﹤0.01%
231,324
+90,265
4025
$1.92M ﹤0.01%
57,463
-691
159 160
161
162 163