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
401
$160M 0.04%
7,511,941
-330,993
402
$159M 0.04%
2,725,888
+1,027,384
403
$159M 0.04%
996,761
+9,017
404
$157M 0.04%
1,747,507
+322,488
405
$157M 0.04%
9,218,183
-252,560
406
$156M 0.04%
7,194,710
-495,687
407
$156M 0.04%
1,398,039
-174,763
408
$156M 0.04%
1,711,734
-295,722
409
$156M 0.04%
3,944,002
+438,957
410
$156M 0.04%
2,030,087
-213,593
411
$154M 0.04%
1,886,671
+569,367
412
$154M 0.04%
4,314,972
-118,130
413
$154M 0.04%
2,513,533
-73,593
414
$153M 0.04%
2,552,434
+717,218
415
$153M 0.04%
1,318,602
+335,687
416
$152M 0.04%
5,898,117
-833,279
417
$152M 0.04%
928,452
-188,702
418
$152M 0.04%
4,456,813
-377,755
419
$152M 0.04%
2,691,882
+1,204,618
420
$152M 0.04%
5,511,582
-1,167,506
421
$151M 0.04%
3,215,987
-138,457
422
$151M 0.04%
3,947,356
-313,348
423
$151M 0.04%
9,078,471
+7,577,793
424
$150M 0.04%
3,379,221
+57,464
425
$149M 0.04%
1,101,380
+337,621
15 16
17
18 19