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
901
$50.6M 0.01%
4,497,101
+50,015
902
$50.6M 0.01%
260,725
-54,348
903
$50.6M 0.01%
3,338,432
+107,697
904
$50.5M 0.01%
1,000,030
+266,602
905
$50.5M 0.01%
492,343
+80,375
906
$50.3M 0.01%
1,307,640
-2,305,808
907
$50.2M 0.01%
384,977
-147,684
908
$50.1M 0.01%
1,080,635
+172,765
909
$50M 0.01%
686,810
+349,259
910
$50M 0.01%
619,881
-937,256
911
$49.9M 0.01%
319,596
+74,028
912
$49.8M 0.01%
818,865
-70,277
913
$49.8M 0.01%
957,781
+656,278
914
$49.7M 0.01%
754,553
+263,746
915
$49.7M 0.01%
944,076
-166,083
916
$49.7M 0.01%
750,694
+399,319
917
$49.7M 0.01%
941,549
+7,966
918
$49.7M 0.01%
680,397
+4,835
919
$49.6M 0.01%
2,173,887
-554,096
920
$49.5M 0.01%
753,800
-96,702
921
$49.5M 0.01%
775,664
+22,225
922
$49.4M 0.01%
3,072,431
-32,040
923
$49.4M 0.01%
840,161
-617,342
924
$49.4M 0.01%
1,379,859
-346,432
925
$49.4M 0.01%
760,950
+3,680
35 36
37
38 39