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
4101
$1.77M ﹤0.01%
277,655
-6,495
4102
$1.77M ﹤0.01%
93,267
+2,407
4103
$1.77M ﹤0.01%
88,867
-1,077
4104
$1.77M ﹤0.01%
147,205
+40,700
4105
$1.76M ﹤0.01%
105,372
-5,490
4106
$1.76M ﹤0.01%
130,300
-1,929
4107
$1.76M ﹤0.01%
276,887
-12,456
4108
$1.76M ﹤0.01%
55,217
-15,069
4109
$1.75M ﹤0.01%
29,565
-32,432
4110
$1.75M ﹤0.01%
79,627
+59,125
4111
$1.75M ﹤0.01%
336,896
+282,963
4112
$1.75M ﹤0.01%
28,196
-4,800
4113
$1.74M ﹤0.01%
33,430
+13,998
4114
$1.74M ﹤0.01%
51,753
+1,944
4115
$1.74M ﹤0.01%
62,032
-9,618
4116
$1.73M ﹤0.01%
110,732
+6,087
4117
$1.73M ﹤0.01%
27,364
+15,288
4118
$1.73M ﹤0.01%
119,813
+21,494
4119
$1.72M ﹤0.01%
34,697
+4,943
4120
$1.72M ﹤0.01%
128,405
-11,272
4121
$1.72M ﹤0.01%
215
+17
4122
$1.72M ﹤0.01%
+32,196
4123
$1.72M ﹤0.01%
219,537
+13,660
4124
$1.72M ﹤0.01%
207,504
+106,045
4125
$1.72M ﹤0.01%
97,861
+18,509
163 164
165
166 167