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
4076
$1.81M ﹤0.01%
21,906
-466
4077
$1.81M ﹤0.01%
+87,613
4078
$1.81M ﹤0.01%
56,766
-9,410
4079
$1.8M ﹤0.01%
223,302
-51,540
4080
$1.8M ﹤0.01%
111,108
-46,956
4081
$1.8M ﹤0.01%
32,044
-6,328
4082
$1.8M ﹤0.01%
55,289
-17,708
4083
$1.8M ﹤0.01%
20,762
+9,671
4084
$1.8M ﹤0.01%
26,412
-3,031
4085
$1.79M ﹤0.01%
117,636
+35,427
4086
$1.79M ﹤0.01%
36,045
+7,188
4087
$1.79M ﹤0.01%
34,714
+214
4088
$1.79M ﹤0.01%
4,684
-296
4089
$1.79M ﹤0.01%
37,387
+1,999
4090
$1.79M ﹤0.01%
38,532
+665
4091
$1.79M ﹤0.01%
48,551
-9,656
4092
$1.78M ﹤0.01%
42,383
-94,224
4093
$1.78M ﹤0.01%
7,719
-220
4094
$1.78M ﹤0.01%
118,736
-44,189
4095
$1.78M ﹤0.01%
151,344
+6,019
4096
$1.78M ﹤0.01%
122,346
+91,516
4097
$1.78M ﹤0.01%
134,587
-25,399
4098
$1.77M ﹤0.01%
33,681
+7,246
4099
$1.77M ﹤0.01%
61,385
-8,196
4100
$1.77M ﹤0.01%
140,079
-5,492
162 163
164
165 166