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
4276
$1.43M ﹤0.01%
225,241
+182,276
4277
$1.42M ﹤0.01%
185,500
+4,501
4278
$1.42M ﹤0.01%
803
+405
4279
$1.42M ﹤0.01%
135,673
-8,560
4280
$1.42M ﹤0.01%
24,804
+8,111
4281
$1.41M ﹤0.01%
24,374
+7,687
4282
$1.41M ﹤0.01%
38,064
+1,797
4283
$1.4M ﹤0.01%
112,920
-136
4284
$1.4M ﹤0.01%
31,501
+13,647
4285
$1.4M ﹤0.01%
31,358
-5,121
4286
$1.4M ﹤0.01%
69,741
+17,165
4287
$1.4M ﹤0.01%
98,113
+31,257
4288
$1.4M ﹤0.01%
38,012
-42,239
4289
$1.39M ﹤0.01%
118,325
-85,630
4290
$1.39M ﹤0.01%
97,762
-33,480
4291
$1.39M ﹤0.01%
68,473
+20,026
4292
$1.39M ﹤0.01%
2,731
+1,480
4293
$1.39M ﹤0.01%
62,414
-16,076
4294
$1.38M ﹤0.01%
+53,280
4295
$1.38M ﹤0.01%
1,247,000
-64,080
4296
$1.38M ﹤0.01%
241,329
-200,102
4297
$1.38M ﹤0.01%
188,057
-65,926
4298
$1.38M ﹤0.01%
88,471
-109
4299
$1.38M ﹤0.01%
157,988
-38,121
4300
$1.38M ﹤0.01%
81,943
-7,915
170 171
172
173 174