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
1026
$41.1M 0.01%
563,744
-421,027
1027
$41M 0.01%
310,206
-212,378
1028
$40.8M 0.01%
1,481,543
+5,170
1029
$40.8M 0.01%
1,633,710
+1,193,210
1030
$40.8M 0.01%
595,227
-968,047
1031
$40.7M 0.01%
3,893,543
-67,468
1032
$40.7M 0.01%
351,094
+25,492
1033
$40.7M 0.01%
874,116
+73,624
1034
$40.7M 0.01%
1,377,409
-505,471
1035
$40.5M 0.01%
1,538,194
+426,688
1036
$40.4M 0.01%
630,865
+18,920
1037
$40.4M 0.01%
478,003
+28,715
1038
$40.3M 0.01%
589,947
-171,042
1039
$40.3M 0.01%
612,230
+122,138
1040
$40.3M 0.01%
1,241,556
+1,147,333
1041
$40.2M 0.01%
937,002
+507,009
1042
$40.1M 0.01%
3,589,725
+463,779
1043
$40.1M 0.01%
2,231,833
-590,329
1044
$40.1M 0.01%
547,535
+12,873
1045
$40.1M 0.01%
2,951,492
+2,768,150
1046
$40M 0.01%
2,685,707
-930,730
1047
$39.9M 0.01%
1,478,728
-228,417
1048
$39.9M 0.01%
4,169,252
+53,262
1049
$39.8M 0.01%
609,339
-417,309
1050
$39.7M 0.01%
655,393
+7,713
40 41
42
43 44