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
4426
$1.15M ﹤0.01%
122,911
-33,762
4427
$1.15M ﹤0.01%
10,084
-920
4428
$1.15M ﹤0.01%
46,670
-11,611
4429
$1.14M ﹤0.01%
5,906
-194
4430
$1.14M ﹤0.01%
37,232
-2,894
4431
$1.14M ﹤0.01%
68,077
+2,116
4432
$1.14M ﹤0.01%
59,549
+12,289
4433
$1.14M ﹤0.01%
8,248
-750
4434
$1.13M ﹤0.01%
88,531
+1,665
4435
$1.13M ﹤0.01%
131,833
-203,639
4436
$1.13M ﹤0.01%
25,673
+16,670
4437
$1.13M ﹤0.01%
241,026
+203,333
4438
$1.13M ﹤0.01%
90,464
-59,705
4439
$1.13M ﹤0.01%
228,154
-1,417
4440
$1.13M ﹤0.01%
98,067
-33,264
4441
$1.13M ﹤0.01%
26,017
-4,466
4442
$1.13M ﹤0.01%
192,828
-148,502
4443
$1.13M ﹤0.01%
37,627
+2,944
4444
$1.13M ﹤0.01%
23,927
-1,014
4445
$1.12M ﹤0.01%
192,532
-3,221
4446
$1.12M ﹤0.01%
28,556
+3,667
4447
$1.12M ﹤0.01%
57,580
+968
4448
$1.12M ﹤0.01%
64,553
-1,427
4449
$1.12M ﹤0.01%
40,389
-89,728
4450
$1.12M ﹤0.01%
70,274
-67,784
176 177
178
179 180