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
5601
$102K ﹤0.01%
36,330
+9,493
5602
$101K ﹤0.01%
199
+34
5603
$101K ﹤0.01%
5,255
-674
5604
$101K ﹤0.01%
1,497
+437
5605
$100K ﹤0.01%
4,728
-1,720
5606
$100K ﹤0.01%
9,057
-3,098
5607
$100K ﹤0.01%
15,135
-2,437
5608
$99K ﹤0.01%
19,775
+4,002
5609
$99K ﹤0.01%
2,404
+250
5610
$99K ﹤0.01%
2,893
-13,540
5611
$98K ﹤0.01%
8,538
+549
5612
$98K ﹤0.01%
8,064
-27,825
5613
$98K ﹤0.01%
+4,745
5614
$98K ﹤0.01%
930
-214
5615
$97K ﹤0.01%
1,710
-190
5616
$97K ﹤0.01%
5,302
5617
$95K ﹤0.01%
36,520
-1,751
5618
$95K ﹤0.01%
5,347
-923
5619
$95K ﹤0.01%
9,938
+1,221
5620
$95K ﹤0.01%
172
+151
5621
$95K ﹤0.01%
16,239
+15,718
5622
$94K ﹤0.01%
+3,287
5623
$93K ﹤0.01%
6,500
-2,107
5624
$93K ﹤0.01%
2,848
5625
$91K ﹤0.01%
14,515
-15,422
223 224
225
226 227