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
476
$129M 0.03%
8,856,655
-89,910
477
$128M 0.03%
850,736
-36,891
478
$128M 0.03%
1,942,698
-629,844
479
$128M 0.03%
4,213,976
-6,396,488
480
$128M 0.03%
3,449,278
+338,573
481
$128M 0.03%
1,714,860
-1,359,795
482
$126M 0.03%
1,718,383
+73,387
483
$126M 0.03%
1,049,899
-54,274
484
$125M 0.03%
2,270,154
+29,426
485
$125M 0.03%
495,645
+404,861
486
$125M 0.03%
2,102,733
-140,053
487
$125M 0.03%
6,680,598
-12,269,457
488
$124M 0.03%
1,584,176
-55,291
489
$124M 0.03%
7,552,795
+17,102
490
$124M 0.03%
3,617,848
-51,423
491
$124M 0.03%
8,788,200
+89,392
492
$124M 0.03%
1,257,042
-3,381
493
$124M 0.03%
8,034,321
+1,589,475
494
$124M 0.03%
2,629,692
+293,044
495
$123M 0.03%
1,910,037
-618,353
496
$123M 0.03%
1,346,232
-174,321
497
$123M 0.03%
5,428,040
-641,760
498
$122M 0.03%
6,749,840
-709,588
499
$122M 0.03%
1,247,514
+173,023
500
$122M 0.03%
1,215,942
+745,156
18 19
20
21 22