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
5401
$206K ﹤0.01%
3,765
+2,804
5402
$206K ﹤0.01%
14,670
-60,840
5403
$206K ﹤0.01%
45,606
-27,042
5404
$205K ﹤0.01%
61,227
-25,320
5405
$204K ﹤0.01%
101,678
+20,577
5406
$204K ﹤0.01%
66,737
+630
5407
$203K ﹤0.01%
24,937
-1,834
5408
$200K ﹤0.01%
6,649
+784
5409
$200K ﹤0.01%
27,146
-21,150
5410
$199K ﹤0.01%
1,666
-58,574
5411
$198K ﹤0.01%
5,680
-84
5412
$198K ﹤0.01%
17,998
+17,930
5413
$198K ﹤0.01%
17,822
+354
5414
$197K ﹤0.01%
87,640
+87,540
5415
$196K ﹤0.01%
20,950
-2,664
5416
$196K ﹤0.01%
7,959
+870
5417
$196K ﹤0.01%
38,107
+7,698
5418
$196K ﹤0.01%
7,370
-31,364
5419
$195K ﹤0.01%
34,261
+14,205
5420
$195K ﹤0.01%
88,068
-23,282
5421
$195K ﹤0.01%
7,530
-413
5422
$193K ﹤0.01%
17,151
-236
5423
$193K ﹤0.01%
2,860
5424
$193K ﹤0.01%
3,679
-14,406
5425
$192K ﹤0.01%
19,116
-2,936
215 216
217
218 219