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
5276
$291K ﹤0.01%
27,448
+30
5277
$290K ﹤0.01%
21,378
+17,343
5278
$289K ﹤0.01%
5,213
+5,112
5279
$287K ﹤0.01%
8,644
5280
$286K ﹤0.01%
11,676
+10,656
5281
$286K ﹤0.01%
214,000
+26,490
5282
$286K ﹤0.01%
1,808
-3,814
5283
$285K ﹤0.01%
+99,444
5284
$285K ﹤0.01%
20,932
-436
5285
$282K ﹤0.01%
+10,722
5286
$282K ﹤0.01%
35,589
+226
5287
$282K ﹤0.01%
18,779
-8,810
5288
$282K ﹤0.01%
1,742
+81
5289
$281K ﹤0.01%
30,186
-4,259
5290
$280K ﹤0.01%
4,856
-4,756
5291
$279K ﹤0.01%
+10,245
5292
$276K ﹤0.01%
22,660
-11,505
5293
$275K ﹤0.01%
26,305
+24,439
5294
$274K ﹤0.01%
38,667
-10,527
5295
$274K ﹤0.01%
54,580
+26,203
5296
$273K ﹤0.01%
12,536
+658
5297
$273K ﹤0.01%
6,870
+132
5298
$273K ﹤0.01%
19,757
-3,952
5299
$273K ﹤0.01%
50,562
+27,905
5300
$273K ﹤0.01%
20,367
+11,894
210 211
212
213 214