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
5151
$377K ﹤0.01%
14,346
-1,055
5152
$376K ﹤0.01%
46,181
-8,293
5153
$376K ﹤0.01%
129,000
+7,971
5154
$376K ﹤0.01%
+21,721
5155
$376K ﹤0.01%
14,796
+970
5156
$375K ﹤0.01%
15,507
-619
5157
$374K ﹤0.01%
1,465
+418
5158
$373K ﹤0.01%
19,739
+743
5159
$373K ﹤0.01%
1,662
-3,672
5160
$366K ﹤0.01%
22,965
+18,333
5161
$366K ﹤0.01%
15,788
5162
$366K ﹤0.01%
12,700
5163
$365K ﹤0.01%
55,635
-19,688
5164
$364K ﹤0.01%
3,620
+25
5165
$364K ﹤0.01%
15,365
+6,768
5166
$363K ﹤0.01%
7,907
+6,323
5167
$362K ﹤0.01%
84,237
+3,452
5168
$362K ﹤0.01%
113,026
+101,462
5169
$361K ﹤0.01%
6,284
-46,959
5170
$361K ﹤0.01%
6,247
-17,931
5171
$361K ﹤0.01%
18,991
+8,832
5172
$361K ﹤0.01%
122,383
-17,652
5173
$359K ﹤0.01%
15,941
-1,935
5174
$359K ﹤0.01%
22,080
+838
5175
$358K ﹤0.01%
31,959
+2,803
205 206
207
208 209