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
4351
$1.27M ﹤0.01%
51,006
+2,756
4352
$1.27M ﹤0.01%
2,687
+2,290
4353
$1.26M ﹤0.01%
120,253
+45,884
4354
$1.26M ﹤0.01%
101,477
+2,870
4355
$1.26M ﹤0.01%
84,333
+84,197
4356
$1.26M ﹤0.01%
86,704
+29,751
4357
$1.25M ﹤0.01%
99,532
+277
4358
$1.25M ﹤0.01%
43,809
+898
4359
$1.25M ﹤0.01%
50,303
+851
4360
$1.25M ﹤0.01%
30,024
+3,252
4361
$1.25M ﹤0.01%
40,437
-8,291
4362
$1.25M ﹤0.01%
30,102
-26,891
4363
$1.25M ﹤0.01%
65,777
+26,640
4364
$1.25M ﹤0.01%
6,991
-1,866
4365
$1.25M ﹤0.01%
56,248
+7,628
4366
$1.25M ﹤0.01%
92,715
-5,158
4367
$1.24M ﹤0.01%
62,295
-160,105
4368
$1.24M ﹤0.01%
190,437
-19,438
4369
$1.24M ﹤0.01%
192,189
-113,133
4370
$1.23M ﹤0.01%
92,958
-3,891
4371
$1.23M ﹤0.01%
78,591
-87,240
4372
$1.23M ﹤0.01%
53,104
-7,461
4373
$1.23M ﹤0.01%
54,385
+11,403
4374
$1.23M ﹤0.01%
86,069
-29,511
4375
$1.23M ﹤0.01%
249,703
-13,079
173 174
175
176 177