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
4926
$551K ﹤0.01%
20,874
+13,774
4927
$551K ﹤0.01%
25,597
+12
4928
$550K ﹤0.01%
32,986
+3,804
4929
$549K ﹤0.01%
51,473
+4,035
4930
$547K ﹤0.01%
112,964
+21,448
4931
$546K ﹤0.01%
31,142
+16,755
4932
$544K ﹤0.01%
172,760
-44,760
4933
$544K ﹤0.01%
+21,780
4934
$543K ﹤0.01%
2,939
-463
4935
$543K ﹤0.01%
29,073
-9,798
4936
$542K ﹤0.01%
40,581
+3,038
4937
$541K ﹤0.01%
18,076
-1,411
4938
$541K ﹤0.01%
1,527
+1,041
4939
$538K ﹤0.01%
17,849
+6,520
4940
$538K ﹤0.01%
449
+362
4941
$537K ﹤0.01%
35,498
+1,779
4942
$537K ﹤0.01%
13,014
+2,098
4943
$537K ﹤0.01%
22,436
-859
4944
$536K ﹤0.01%
26,444
+4,151
4945
$535K ﹤0.01%
47,166
-69,848
4946
$534K ﹤0.01%
19,050
+3,766
4947
$532K ﹤0.01%
10,801
+888
4948
$529K ﹤0.01%
63,876
-36,758
4949
$528K ﹤0.01%
25,432
+5,463
4950
$528K ﹤0.01%
24,593
+618
196 197
198
199 200