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
4851
$608K ﹤0.01%
23,090
+17,094
4852
$606K ﹤0.01%
+24,463
4853
$606K ﹤0.01%
34,009
+162
4854
$605K ﹤0.01%
47,451
+6,819
4855
$604K ﹤0.01%
64,871
+64,827
4856
$603K ﹤0.01%
23,809
-1,843
4857
$602K ﹤0.01%
17,693
+1,662
4858
$602K ﹤0.01%
57,128
+5,595
4859
$601K ﹤0.01%
15,388
-511
4860
$601K ﹤0.01%
82,996
+7,590
4861
$601K ﹤0.01%
115,622
-5,897
4862
$600K ﹤0.01%
16,218
-102,044
4863
$599K ﹤0.01%
4,204
-44,566
4864
$599K ﹤0.01%
48,132
+5,421
4865
$598K ﹤0.01%
25,115
-3,913
4866
$596K ﹤0.01%
36,927
-816
4867
$594K ﹤0.01%
143,246
+10,023
4868
$594K ﹤0.01%
50,264
+1,014
4869
$594K ﹤0.01%
69,922
-19,833
4870
$594K ﹤0.01%
24,449
-23,041
4871
$593K ﹤0.01%
44,290
+5,540
4872
$593K ﹤0.01%
73,397
-21,476
4873
$593K ﹤0.01%
+1,592,311
4874
$592K ﹤0.01%
148,258
+66,124
4875
$592K ﹤0.01%
41,260
-52,533
193 194
195
196 197