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
5751
$54K ﹤0.01%
1,915
+150
5752
$53K ﹤0.01%
14,060
+37
5753
$53K ﹤0.01%
2,183
+600
5754
$53K ﹤0.01%
+2,564
5755
$53K ﹤0.01%
+3,600
5756
$53K ﹤0.01%
5,630
+2,630
5757
$52K ﹤0.01%
3,886
-22,610
5758
$52K ﹤0.01%
+1,575
5759
$52K ﹤0.01%
+5,030
5760
$52K ﹤0.01%
9,145
+604
5761
$52K ﹤0.01%
23,753
5762
$51K ﹤0.01%
20,276
-73,082
5763
$51K ﹤0.01%
2,531
+650
5764
$51K ﹤0.01%
673
+143
5765
$50K ﹤0.01%
2,225
-300
5766
$50K ﹤0.01%
4,857
-1,580
5767
$50K ﹤0.01%
333
5768
$50K ﹤0.01%
674
-92
5769
$50K ﹤0.01%
1,912
-130
5770
$49K ﹤0.01%
3,728
-21,995
5771
$48K ﹤0.01%
12,594
+12,577
5772
$48K ﹤0.01%
+17,600
5773
$48K ﹤0.01%
+584
5774
$47K ﹤0.01%
2,155
+1,540
5775
$47K ﹤0.01%
20,088
229 230
231
232 233