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
4651
$817K ﹤0.01%
155,350
-75,245
4652
$817K ﹤0.01%
69,040
+11,722
4653
$816K ﹤0.01%
45,992
-10,617
4654
$810K ﹤0.01%
20,719
+5,711
4655
$809K ﹤0.01%
39,022
-2,722
4656
$808K ﹤0.01%
46,563
-14,858
4657
$807K ﹤0.01%
20,995
-79,627
4658
$807K ﹤0.01%
31,302
+19,996
4659
$805K ﹤0.01%
36,012
-526
4660
$805K ﹤0.01%
25,555
+20,227
4661
$804K ﹤0.01%
12,557
+10,459
4662
$802K ﹤0.01%
3,488
+248
4663
$801K ﹤0.01%
37,849
-8,267
4664
$800K ﹤0.01%
1,078,583
+423,386
4665
$798K ﹤0.01%
17,840
+4,227
4666
$798K ﹤0.01%
6,229
+1,214
4667
$798K ﹤0.01%
77,406
-3,612
4668
$794K ﹤0.01%
1,317
-2,332
4669
$793K ﹤0.01%
11,723
-98
4670
$793K ﹤0.01%
28,564
-2,876
4671
$792K ﹤0.01%
85,659
+2,683
4672
$792K ﹤0.01%
69,969
+1,741
4673
$791K ﹤0.01%
10,930
+180
4674
$789K ﹤0.01%
20,801
+17,818
4675
$787K ﹤0.01%
55,976
-32,580
185 186
187
188 189