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
4126
$1.71M ﹤0.01%
87,515
+21,264
4127
$1.71M ﹤0.01%
131,395
+9,666
4128
$1.71M ﹤0.01%
243,552
+3,286
4129
$1.71M ﹤0.01%
59,535
+4,764
4130
$1.71M ﹤0.01%
284,795
+58,900
4131
$1.71M ﹤0.01%
156,407
+15,538
4132
$1.71M ﹤0.01%
64,269
-27,941
4133
$1.7M ﹤0.01%
273,427
+91,960
4134
$1.7M ﹤0.01%
73,764
-14,459
4135
$1.7M ﹤0.01%
55,837
+7,188
4136
$1.7M ﹤0.01%
32,180
+10,072
4137
$1.7M ﹤0.01%
129,514
-132,872
4138
$1.7M ﹤0.01%
34,186
+8,111
4139
$1.7M ﹤0.01%
59,697
-2,419
4140
$1.7M ﹤0.01%
152,611
+22,080
4141
$1.7M ﹤0.01%
16,271
+3,336
4142
$1.69M ﹤0.01%
73,460
+14,574
4143
$1.69M ﹤0.01%
73,663
-20,028
4144
$1.69M ﹤0.01%
70,015
-4,809
4145
$1.68M ﹤0.01%
45,067
-728
4146
$1.68M ﹤0.01%
148,385
-4,119
4147
$1.68M ﹤0.01%
+64,607
4148
$1.68M ﹤0.01%
53,600
-10,638
4149
$1.68M ﹤0.01%
73,438
-130,364
4150
$1.68M ﹤0.01%
73,263
-18,508
164 165
166
167 168