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
4401
$1.19M ﹤0.01%
128,721
-8,369
4402
$1.18M ﹤0.01%
227,721
-88,425
4403
$1.18M ﹤0.01%
33,118
-11,964
4404
$1.18M ﹤0.01%
115,618
-90,315
4405
$1.18M ﹤0.01%
49,518
+19,363
4406
$1.18M ﹤0.01%
729
+618
4407
$1.18M ﹤0.01%
32,680
-3,218
4408
$1.18M ﹤0.01%
283,325
+4,840
4409
$1.17M ﹤0.01%
160,336
+29,086
4410
$1.17M ﹤0.01%
104,120
-88,186
4411
$1.17M ﹤0.01%
83,671
-1,053
4412
$1.17M ﹤0.01%
71,296
+51,543
4413
$1.17M ﹤0.01%
78,431
+2,406
4414
$1.17M ﹤0.01%
56,036
-412,162
4415
$1.17M ﹤0.01%
2,785
+1,771
4416
$1.17M ﹤0.01%
105,830
-4,947
4417
$1.17M ﹤0.01%
127,059
-47,083
4418
$1.16M ﹤0.01%
58,827
+25,177
4419
$1.16M ﹤0.01%
194,121
+83,568
4420
$1.16M ﹤0.01%
132,836
+13,302
4421
$1.16M ﹤0.01%
233,439
+4,346
4422
$1.16M ﹤0.01%
74,519
-83,268
4423
$1.16M ﹤0.01%
89,763
+35,086
4424
$1.15M ﹤0.01%
+1
4425
$1.15M ﹤0.01%
407,244
+83,157
175 176
177
178 179