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
5501
$150K ﹤0.01%
12,352
+1,809
5502
$149K ﹤0.01%
+5,170
5503
$149K ﹤0.01%
6,250
5504
$149K ﹤0.01%
177,000
+44,800
5505
$148K ﹤0.01%
3,977
-3,156
5506
$148K ﹤0.01%
16,626
+14,539
5507
$148K ﹤0.01%
81,574
+78,399
5508
$147K ﹤0.01%
+61,940
5509
$147K ﹤0.01%
+5,110
5510
$147K ﹤0.01%
86,844
+64,337
5511
$147K ﹤0.01%
39,150
+3,939
5512
$146K ﹤0.01%
11,943
+5,940
5513
$146K ﹤0.01%
2,050
+1,550
5514
$144K ﹤0.01%
26,975
-1,495
5515
$144K ﹤0.01%
92,928
-197,624
5516
$143K ﹤0.01%
10,667
+210
5517
$142K ﹤0.01%
95,133
+18,100
5518
$142K ﹤0.01%
7,158
-178
5519
$141K ﹤0.01%
10,291
+1,326
5520
$141K ﹤0.01%
35,700
+11,019
5521
$140K ﹤0.01%
20,877
+856
5522
$139K ﹤0.01%
9,644
-3,880
5523
$139K ﹤0.01%
4,625
-4,773
5524
$139K ﹤0.01%
6,417
+3,374
5525
$139K ﹤0.01%
5,015
-1,738
219 220
221
222 223