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
4476
$1.08M ﹤0.01%
138,541
-59,662
4477
$1.08M ﹤0.01%
17,224
+13,950
4478
$1.08M ﹤0.01%
76,904
-12,544
4479
$1.08M ﹤0.01%
26,767
-1,798
4480
$1.08M ﹤0.01%
151,427
-5,050
4481
$1.08M ﹤0.01%
20,747
+2,823
4482
$1.08M ﹤0.01%
29,323
-2,466,499
4483
$1.08M ﹤0.01%
71,410
-23,326
4484
$1.08M ﹤0.01%
389,292
+324,628
4485
$1.08M ﹤0.01%
566,089
-558,641
4486
$1.07M ﹤0.01%
18,980
-6,916
4487
$1.07M ﹤0.01%
204,275
-153,558
4488
$1.07M ﹤0.01%
30,589
-4,147
4489
$1.07M ﹤0.01%
48,796
-3,972
4490
$1.07M ﹤0.01%
31,427
+626
4491
$1.07M ﹤0.01%
306,727
+111,789
4492
$1.07M ﹤0.01%
39,795
+18,064
4493
$1.07M ﹤0.01%
65,137
-14,910
4494
$1.07M ﹤0.01%
40,603
+10,607
4495
$1.07M ﹤0.01%
71,495
-1,964
4496
$1.06M ﹤0.01%
299,075
+19,954
4497
$1.06M ﹤0.01%
66,310
-4,959
4498
$1.06M ﹤0.01%
70,074
-437
4499
$1.06M ﹤0.01%
267
-668
4500
$1.06M ﹤0.01%
+4,271
178 179
180
181 182