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
5226
$323K ﹤0.01%
14,852
-412
5227
$322K ﹤0.01%
34,307
-1,116
5228
$322K ﹤0.01%
2,181
+1,475
5229
$322K ﹤0.01%
14,593
-506
5230
$322K ﹤0.01%
13,435
-8,102
5231
$321K ﹤0.01%
83,130
+34,555
5232
$320K ﹤0.01%
16,415
-256
5233
$320K ﹤0.01%
25,178
-4,419
5234
$318K ﹤0.01%
11,938
-866
5235
$317K ﹤0.01%
8,236
+513
5236
$317K ﹤0.01%
+25,572
5237
$316K ﹤0.01%
31,753
-4,249
5238
$315K ﹤0.01%
1,605
+426
5239
$314K ﹤0.01%
249
-38
5240
$313K ﹤0.01%
25,307
-750
5241
$313K ﹤0.01%
5,000
5242
$313K ﹤0.01%
24,774
+19,698
5243
$312K ﹤0.01%
6,328
+300
5244
$312K ﹤0.01%
6,412
+2,681
5245
$311K ﹤0.01%
47,997
-3,904
5246
$310K ﹤0.01%
36,682
+7,487
5247
$309K ﹤0.01%
11,929
+486
5248
$309K ﹤0.01%
17,672
+6,506
5249
$308K ﹤0.01%
45,680
+17,503
5250
$308K ﹤0.01%
57,090
-17,612
208 209
210
211 212