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
4901
$565K ﹤0.01%
113,365
+43,391
4902
$565K ﹤0.01%
52,729
-2,384
4903
$564K ﹤0.01%
31,188
+7,952
4904
$563K ﹤0.01%
278,922
-4,827,367
4905
$562K ﹤0.01%
33,255
+432
4906
$561K ﹤0.01%
34,906
+1,355
4907
$561K ﹤0.01%
35,948
-16,755
4908
$561K ﹤0.01%
29,001
+322
4909
$561K ﹤0.01%
3,126
+744
4910
$560K ﹤0.01%
68,431
+3,415
4911
$560K ﹤0.01%
51,435
+25,337
4912
$560K ﹤0.01%
104,088
-10,161
4913
$559K ﹤0.01%
599
+182
4914
$559K ﹤0.01%
228,232
-910
4915
$558K ﹤0.01%
+21,178
4916
$558K ﹤0.01%
4,430
-5,686
4917
$556K ﹤0.01%
5,450
+1,658
4918
$555K ﹤0.01%
8,409
+887
4919
$555K ﹤0.01%
23,309
-2,826
4920
$555K ﹤0.01%
241,534
-31,707
4921
$554K ﹤0.01%
51,094
-1,590
4922
$553K ﹤0.01%
16,915
+14,207
4923
$553K ﹤0.01%
17,240
+1,588
4924
$553K ﹤0.01%
18,867
+5,877
4925
$551K ﹤0.01%
157,072
+109,960
195 196
197
198 199