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
726
$72.5M 0.02%
2,251,648
+134,347
727
$72.5M 0.02%
1,185,454
-291,776
728
$72.4M 0.02%
3,563,182
-38,251
729
$72.4M 0.02%
1,929,299
+212,345
730
$72.2M 0.02%
1,411,705
+321,138
731
$72.1M 0.02%
3,688,908
-2,098,623
732
$71.9M 0.02%
426,212
+87,126
733
$71.1M 0.02%
2,507,071
+1,879,947
734
$71M 0.02%
1,082,787
-535,791
735
$70.9M 0.02%
1,092,222
-738,263
736
$70.5M 0.02%
1,420,827
+734,844
737
$70.2M 0.02%
6,054,897
-2,914,166
738
$70.2M 0.02%
1,686,077
-397,695
739
$70.1M 0.02%
1,922,685
-1,086,393
740
$69.5M 0.02%
3,029,425
-4,450
741
$69.4M 0.02%
3,152,612
+149,078
742
$69.4M 0.02%
2,313,598
+448,622
743
$69.4M 0.02%
1,364,613
-1,640,283
744
$69.3M 0.02%
2,526,593
+21,889
745
$69.1M 0.02%
1,502,790
-22,428
746
$69M 0.02%
7,101,884
-6,017,578
747
$69M 0.02%
3,735,865
+1,730,584
748
$68.7M 0.02%
1,527,551
+120,189
749
$68.7M 0.02%
1,738,179
-515,900
750
$68.6M 0.02%
2,946,902
-1,296,997
28 29
30
31 32