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
4601
$894K ﹤0.01%
23,979
-1,471
4602
$892K ﹤0.01%
28,237
-19
4603
$891K ﹤0.01%
268,074
-133,129
4604
$889K ﹤0.01%
89,577
+16,618
4605
$887K ﹤0.01%
22,717
+18,524
4606
$887K ﹤0.01%
4,126
+577
4607
$886K ﹤0.01%
79,486
-4,882
4608
$886K ﹤0.01%
34,864
-12,029
4609
$884K ﹤0.01%
18,682
-1,106
4610
$881K ﹤0.01%
78,160
-1,242
4611
$880K ﹤0.01%
52,102
-10,543
4612
$878K ﹤0.01%
106,929
+17,798
4613
$878K ﹤0.01%
59,466
+2,281
4614
$872K ﹤0.01%
69,251
+138
4615
$871K ﹤0.01%
126,198
+38,140
4616
$869K ﹤0.01%
58,328
+16,581
4617
$867K ﹤0.01%
25,686
-24,244
4618
$865K ﹤0.01%
255,900
+16,700
4619
$861K ﹤0.01%
35,959
-26
4620
$858K ﹤0.01%
70,087
+6,841
4621
$854K ﹤0.01%
121,862
+66,571
4622
$850K ﹤0.01%
16,110
+3,799
4623
$848K ﹤0.01%
14,514
-492
4624
$847K ﹤0.01%
20,799
-12,004
4625
$847K ﹤0.01%
61,199
+41,449
183 184
185
186 187