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
4376
$1.23M ﹤0.01%
62,740
-15,963
4377
$1.23M ﹤0.01%
70,931
+13,382
4378
$1.22M ﹤0.01%
13,220
+5,015
4379
$1.22M ﹤0.01%
89,770
-11,633
4380
$1.22M ﹤0.01%
39,873
+1,589
4381
$1.22M ﹤0.01%
24,377
-202
4382
$1.22M ﹤0.01%
97,768
+232
4383
$1.22M ﹤0.01%
110,237
-15,153
4384
$1.22M ﹤0.01%
+57,438
4385
$1.21M ﹤0.01%
14,726
+5,175
4386
$1.21M ﹤0.01%
85,975
-776,709
4387
$1.21M ﹤0.01%
98,872
+84,510
4388
$1.21M ﹤0.01%
7,606
-5,075
4389
$1.21M ﹤0.01%
105,417
+6,015
4390
$1.21M ﹤0.01%
14,638
+12,330
4391
$1.21M ﹤0.01%
45,115
-14,078
4392
$1.2M ﹤0.01%
20,510
+190
4393
$1.2M ﹤0.01%
57,750
-5,903
4394
$1.2M ﹤0.01%
36,277
-282
4395
$1.19M ﹤0.01%
100,777
+14,293
4396
$1.19M ﹤0.01%
+38,901
4397
$1.19M ﹤0.01%
50,332
-4,519
4398
$1.19M ﹤0.01%
20,013
+2,286
4399
$1.19M ﹤0.01%
19,722
-8,052
4400
$1.19M ﹤0.01%
126,971
+17,924
174 175
176
177 178