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
4151
$1.67M ﹤0.01%
648,649
-16,087
4152
$1.67M ﹤0.01%
11,260
+2,028
4153
$1.67M ﹤0.01%
57,287
+8,370
4154
$1.66M ﹤0.01%
35,722
-15,633
4155
$1.66M ﹤0.01%
68,230
+1,794
4156
$1.66M ﹤0.01%
178,031
+35,400
4157
$1.66M ﹤0.01%
64,238
+18,941
4158
$1.66M ﹤0.01%
101,291
+52,168
4159
$1.65M ﹤0.01%
87,279
+33,712
4160
$1.65M ﹤0.01%
190,303
+12,281
4161
$1.65M ﹤0.01%
28,575
-666
4162
$1.64M ﹤0.01%
27,103
-5,593
4163
$1.64M ﹤0.01%
122,518
-12,235
4164
$1.64M ﹤0.01%
129,791
-8,742
4165
$1.64M ﹤0.01%
93,193
+626
4166
$1.64M ﹤0.01%
164,670
+17,365
4167
$1.64M ﹤0.01%
49,294
-28,971
4168
$1.64M ﹤0.01%
36,543
-6,163
4169
$1.64M ﹤0.01%
103,623
-447,824
4170
$1.63M ﹤0.01%
126,881
+121,917
4171
$1.63M ﹤0.01%
95,701
+4,079
4172
$1.63M ﹤0.01%
210,448
+14,969
4173
$1.62M ﹤0.01%
568,503
-655,359
4174
$1.62M ﹤0.01%
254,802
-142,583
4175
$1.61M ﹤0.01%
262,283
+14,460
165 166
167
168 169