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
4526
$1.01M ﹤0.01%
125,374
-16,712
4527
$1.01M ﹤0.01%
28,133
-2,684
4528
$1.01M ﹤0.01%
65,480
+16,493
4529
$1.01M ﹤0.01%
62,238
-3,385
4530
$1.01M ﹤0.01%
74,066
-3,219
4531
$1M ﹤0.01%
30,970
-4,108
4532
$1M ﹤0.01%
409,686
-88,681
4533
$998K ﹤0.01%
26,166
+2,284
4534
$996K ﹤0.01%
92,187
+31,816
4535
$995K ﹤0.01%
24,871
+56
4536
$989K ﹤0.01%
44,740
+7,713
4537
$989K ﹤0.01%
44,202
-1,313
4538
$989K ﹤0.01%
29,281
+1,858
4539
$987K ﹤0.01%
129,213
+72,852
4540
$986K ﹤0.01%
22,309
+6,761
4541
$984K ﹤0.01%
51,542
-254
4542
$981K ﹤0.01%
86,718
-3,384
4543
$980K ﹤0.01%
39,164
-4,413
4544
$979K ﹤0.01%
85,872
+62,679
4545
$978K ﹤0.01%
41,694
-30,053
4546
$978K ﹤0.01%
36,873
+2,693
4547
$975K ﹤0.01%
27,113
+6,143
4548
$973K ﹤0.01%
47,341
-8,943
4549
$972K ﹤0.01%
136,534
-138,351
4550
$972K ﹤0.01%
41,456
-53,404
180 181
182
183 184