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
1051
$39.6M 0.01%
630,101
-71,537
1052
$39.6M 0.01%
947,292
-10,955
1053
$39.6M 0.01%
694,343
-12,338
1054
$39.5M 0.01%
589,937
+21,643
1055
$39.5M 0.01%
4,503,673
-55,539
1056
$39.5M 0.01%
1,446,170
+377,393
1057
$39.5M 0.01%
2,490,190
+11,770
1058
$39.3M 0.01%
203,426
+8,254
1059
$39.3M 0.01%
170,560
+23,018
1060
$39.3M 0.01%
292,603
+20,101
1061
$39.2M 0.01%
1,167,972
+727,713
1062
$39.1M 0.01%
642,049
+122,460
1063
$39.1M 0.01%
997,165
-21,568
1064
$39M 0.01%
621,833
+6,424
1065
$38.9M 0.01%
1,865,795
+83,242
1066
$38.6M 0.01%
1,090,392
+244,171
1067
$38.6M 0.01%
813,405
-91,666
1068
$38.6M 0.01%
3,044,694
+70,783
1069
$38.6M 0.01%
528,141
-183,986
1070
$38.3M 0.01%
1,088,891
-116,817
1071
$38.3M 0.01%
2,085,152
+1,004,474
1072
$38.2M 0.01%
462,121
+72,744
1073
$38.1M 0.01%
792,086
+43,595
1074
$38M 0.01%
3,504,165
-6,349,903
1075
$38M 0.01%
1,160,367
-1,569,770
41 42
43
44 45