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
4576
$925K ﹤0.01%
49,343
-1,675
4577
$924K ﹤0.01%
70,880
+2,195
4578
$915K ﹤0.01%
130,662
+10,899
4579
$915K ﹤0.01%
119,525
+81,518
4580
$914K ﹤0.01%
11,172
+5,811
4581
$914K ﹤0.01%
323,089
-1,433
4582
$912K ﹤0.01%
34,890
-2,006
4583
$910K ﹤0.01%
61,929
+5,085
4584
$909K ﹤0.01%
+29,931
4585
$908K ﹤0.01%
318,480
+206,459
4586
$908K ﹤0.01%
73,445
-2,069
4587
$907K ﹤0.01%
13,743
+146
4588
$906K ﹤0.01%
50,135
+12,440
4589
$900K ﹤0.01%
1,685
-194
4590
$900K ﹤0.01%
4,095
-69
4591
$899K ﹤0.01%
67,501
+1,412
4592
$899K ﹤0.01%
45,651
+4,642
4593
$898K ﹤0.01%
42,596
-7,250
4594
$897K ﹤0.01%
30,593
+1,489
4595
$896K ﹤0.01%
1,654,292
-60,220
4596
$896K ﹤0.01%
68,372
+645
4597
$896K ﹤0.01%
39,217
+18,677
4598
$895K ﹤0.01%
114,849
+6,302
4599
$894K ﹤0.01%
167,571
+66,514
4600
$894K ﹤0.01%
108,380
-63,629
182 183
184
185 186