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
751
$68.4M 0.02%
2,809,294
-301,464
752
$68.4M 0.02%
1,608,462
-155,073
753
$68.3M 0.02%
4,325,758
+14,960
754
$68.2M 0.02%
3,095,675
+362,960
755
$68.1M 0.02%
3,961,560
-211,664
756
$68M 0.02%
2,271,415
-267,246
757
$68M 0.02%
3,056,339
+445,338
758
$67.8M 0.02%
943,560
-80,874
759
$67M 0.02%
1,837,250
+1,075,453
760
$67M 0.02%
2,607,842
-458,788
761
$66.4M 0.02%
1,583,626
+355,944
762
$66.4M 0.02%
1,253,735
+366,362
763
$66M 0.02%
3,070,247
-217,545
764
$65.9M 0.02%
342,896
-45,397
765
$65.8M 0.02%
4,089,712
+297,216
766
$65.8M 0.02%
1,865,441
-578,468
767
$65.7M 0.02%
946,208
+302,027
768
$65.6M 0.02%
5,707,975
+135,585
769
$65.5M 0.02%
2,163,584
+1,896,011
770
$65.2M 0.02%
1,829,011
-268,906
771
$65.2M 0.02%
1,185,881
+17,093
772
$65M 0.02%
1,167,013
+11,231
773
$65M 0.02%
782,697
+8,974
774
$65M 0.02%
278,412
-65,056
775
$64.8M 0.02%
928,637
-218,757
29 30
31
32 33