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
1001
$43.2M 0.01%
1,509,540
+37,835
1002
$43.1M 0.01%
1,303,794
+67,934
1003
$42.8M 0.01%
910,012
+133,285
1004
$42.7M 0.01%
1,655,988
+548,015
1005
$42.7M 0.01%
503,143
+265,257
1006
$42.7M 0.01%
2,511,103
+9,955
1007
$42.5M 0.01%
2,047,613
-178,506
1008
$42.5M 0.01%
338,175
+192,779
1009
$42.5M 0.01%
1,516,948
+483,236
1010
$42.4M 0.01%
228,398
+12,217
1011
$42.2M 0.01%
349,633
-155,170
1012
$42M 0.01%
1,751,474
+562,228
1013
$42M 0.01%
1,098,887
+88,861
1014
$41.9M 0.01%
572,767
-196,115
1015
$41.8M 0.01%
40,563
+24,719
1016
$41.8M 0.01%
2,470,124
+1,153,481
1017
$41.8M 0.01%
415,216
+44,943
1018
$41.8M 0.01%
2,030,221
+77,915
1019
$41.7M 0.01%
713,090
+282,558
1020
$41.7M 0.01%
1,777,983
+106,709
1021
$41.5M 0.01%
3,326,580
-598,325
1022
$41.4M 0.01%
4,522,517
-1,931,442
1023
$41.3M 0.01%
2,476,438
+257,097
1024
$41.2M 0.01%
2,065,754
+38,222
1025
$41.2M 0.01%
823,353
-26,587
39 40
41
42 43