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
5326
$257K ﹤0.01%
12,310
+6,964
5327
$257K ﹤0.01%
188,928
-211,657
5328
$257K ﹤0.01%
37,544
+14,763
5329
$256K ﹤0.01%
33,970
-2,440
5330
$256K ﹤0.01%
6,701
+1,485
5331
$256K ﹤0.01%
20,353
-293
5332
$255K ﹤0.01%
23,477
+22,277
5333
$253K ﹤0.01%
+15,518
5334
$252K ﹤0.01%
21,771
5335
$251K ﹤0.01%
95,440
+1,327
5336
$251K ﹤0.01%
26,685
-5,804
5337
$251K ﹤0.01%
72,900
-17,700
5338
$250K ﹤0.01%
5,692
+5,580
5339
$250K ﹤0.01%
7,258
+1,048
5340
$249K ﹤0.01%
3,152
+1,086
5341
$247K ﹤0.01%
7,101
-402
5342
$246K ﹤0.01%
14,570
+3,941
5343
$245K ﹤0.01%
47
+36
5344
$243K ﹤0.01%
+133
5345
$243K ﹤0.01%
18,937
-3,356
5346
$242K ﹤0.01%
6,951
+1,960
5347
$241K ﹤0.01%
27,970
-5,398
5348
$240K ﹤0.01%
79,225
+15,100
5349
$240K ﹤0.01%
34,528
-2,721
5350
$240K ﹤0.01%
6,585
-122
212 213
214
215 216