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
4201
$1.56M ﹤0.01%
41,659
-8,507
4202
$1.56M ﹤0.01%
45,603
+12,880
4203
$1.56M ﹤0.01%
47,221
-40,908
4204
$1.56M ﹤0.01%
122,750
-2,100
4205
$1.55M ﹤0.01%
207,840
+153,466
4206
$1.55M ﹤0.01%
34,368
-9,368
4207
$1.55M ﹤0.01%
74,047
-4,197
4208
$1.55M ﹤0.01%
44,391
+4,005
4209
$1.54M ﹤0.01%
150,624
-78,222
4210
$1.54M ﹤0.01%
453,612
+3,238
4211
$1.54M ﹤0.01%
136,576
+3,010
4212
$1.53M ﹤0.01%
131,828
+47,897
4213
$1.53M ﹤0.01%
96,181
-297
4214
$1.53M ﹤0.01%
172,304
+42,544
4215
$1.53M ﹤0.01%
85,099
-689
4216
$1.53M ﹤0.01%
147,464
-7,758
4217
$1.53M ﹤0.01%
40,796
-7,767
4218
$1.52M ﹤0.01%
121,323
+61,983
4219
$1.52M ﹤0.01%
59,512
-1,929
4220
$1.52M ﹤0.01%
268,642
+175,851
4221
$1.52M ﹤0.01%
52,282
+3,600
4222
$1.51M ﹤0.01%
+61,926
4223
$1.51M ﹤0.01%
137,086
+3,134
4224
$1.51M ﹤0.01%
145,040
+9,206
4225
$1.51M ﹤0.01%
58,332
-7,542
167 168
169
170 171