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
5726
$60K ﹤0.01%
1,035
+831
5727
$60K ﹤0.01%
3,129
-1,300
5728
$60K ﹤0.01%
10,824
-446
5729
$60K ﹤0.01%
3,228
-976
5730
$60K ﹤0.01%
+3,936
5731
$59K ﹤0.01%
2,114
-6,038
5732
$59K ﹤0.01%
4,100
-8,201
5733
$59K ﹤0.01%
2,886
-2,825
5734
$59K ﹤0.01%
2,265
-268
5735
$58K ﹤0.01%
2,873
+600
5736
$58K ﹤0.01%
20,303
-240
5737
$57K ﹤0.01%
5,988
-465
5738
$57K ﹤0.01%
3,691
+1,691
5739
$57K ﹤0.01%
7,684
+5,404
5740
$56K ﹤0.01%
3,349
-1,494
5741
$56K ﹤0.01%
4,211
+409
5742
$56K ﹤0.01%
9,809
-69,309
5743
$56K ﹤0.01%
4,486
+2,396
5744
$56K ﹤0.01%
4,424
+1,268
5745
$56K ﹤0.01%
53,875
+650
5746
$56K ﹤0.01%
4,500
5747
$56K ﹤0.01%
10,129
+270
5748
$55K ﹤0.01%
76,500
+17,900
5749
$55K ﹤0.01%
3,298
+400
5750
$55K ﹤0.01%
4,292
-1,469
228 229
230
231 232