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
5651
$79K ﹤0.01%
14,321
+12,135
5652
$79K ﹤0.01%
20,337
5653
$79K ﹤0.01%
14,881
-489,253
5654
$79K ﹤0.01%
3,519
-14,276
5655
$79K ﹤0.01%
32,095
+20,097
5656
$79K ﹤0.01%
3,339
-128
5657
$78K ﹤0.01%
4,958
+3,902
5658
$78K ﹤0.01%
1,969
-2,808
5659
$78K ﹤0.01%
36,542
-2,525
5660
$77K ﹤0.01%
11,232
-1,500
5661
– –
0
5662
$77K ﹤0.01%
171
-49
5663
$77K ﹤0.01%
3,051
+131
5664
$77K ﹤0.01%
11,904
-17,386
5665
$76K ﹤0.01%
10,330
-1,154
5666
$76K ﹤0.01%
2,440
+640
5667
$75K ﹤0.01%
8,145
-4,184
5668
$75K ﹤0.01%
+2,900
5669
$75K ﹤0.01%
22,137
+21,137
5670
$74K ﹤0.01%
1,839
5671
$74K ﹤0.01%
3,245
-164,261
5672
$74K ﹤0.01%
2,684
5673
$74K ﹤0.01%
2,836
-11
5674
$74K ﹤0.01%
2,283
+682
5675
$73K ﹤0.01%
9,502
+3,676
225 226
227
228 229