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
4726
$735K ﹤0.01%
147,668
-5,419
4727
$735K ﹤0.01%
53,824
-782
4728
$733K ﹤0.01%
32,024
-3,132
4729
$733K ﹤0.01%
16,477
+1,406
4730
$733K ﹤0.01%
323,159
+189,936
4731
$733K ﹤0.01%
38,057
-4,567
4732
$731K ﹤0.01%
+1,678
4733
$730K ﹤0.01%
60,967
-1,944
4734
$729K ﹤0.01%
21,946
+2,795
4735
$727K ﹤0.01%
40,256
+30,843
4736
$725K ﹤0.01%
56,810
+23,256
4737
$723K ﹤0.01%
54,946
-38,257
4738
$722K ﹤0.01%
26,888
+4,426
4739
$720K ﹤0.01%
65,111
-638
4740
$720K ﹤0.01%
36,257
-1,010
4741
$720K ﹤0.01%
155,161
+95,090
4742
$719K ﹤0.01%
14,335
-150
4743
$719K ﹤0.01%
6,513
+101
4744
$718K ﹤0.01%
63,420
+27,997
4745
$717K ﹤0.01%
55,993
+6,655
4746
$716K ﹤0.01%
17,700
-4,491
4747
$716K ﹤0.01%
18,120
+4,514
4748
$713K ﹤0.01%
13,713
-15,868
4749
$712K ﹤0.01%
23,263
+423
4750
$712K ﹤0.01%
54,048
-11,176
188 189
190
191 192