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
4976
$512K ﹤0.01%
126,349
+54,086
4977
$510K ﹤0.01%
26,088
+10,850
4978
$510K ﹤0.01%
98,150
+4,503
4979
$508K ﹤0.01%
4,138
+1,465
4980
$506K ﹤0.01%
34,441
+3,440
4981
$506K ﹤0.01%
32,320
-8,371
4982
$505K ﹤0.01%
7,079
+937
4983
$503K ﹤0.01%
18,895
-232
4984
$503K ﹤0.01%
56,217
+11,950
4985
$502K ﹤0.01%
80,640
-145,144
4986
$502K ﹤0.01%
+16,847
4987
$499K ﹤0.01%
277,087
+1,990
4988
$499K ﹤0.01%
11,355
-1,135
4989
$498K ﹤0.01%
14,486
+12,119
4990
$498K ﹤0.01%
+18,233
4991
$498K ﹤0.01%
21,737
+13,790
4992
$497K ﹤0.01%
19,119
+1,126
4993
$497K ﹤0.01%
61,167
+11,427
4994
$496K ﹤0.01%
26,681
+5,213
4995
$496K ﹤0.01%
43,091
+12,524
4996
$496K ﹤0.01%
39,929
-9,403
4997
$495K ﹤0.01%
1,805
+736
4998
$495K ﹤0.01%
52,695
+29,734
4999
$494K ﹤0.01%
28,248
-12,635
5000
$493K ﹤0.01%
1,469
+245
198 199
200
201 202