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
1126
$35.5M 0.01%
707,032
+133,463
1127
$35.5M 0.01%
183,130
-292,760
1128
$35.5M 0.01%
3,441,969
-100,088
1129
$35.4M 0.01%
+120,741
1130
$35.3M 0.01%
297,292
-134,293
1131
$35.1M 0.01%
315,315
+4,165
1132
$35.1M 0.01%
503,636
-15,807
1133
$35M 0.01%
4,564,088
-2,216,617
1134
$35M 0.01%
1,181,236
+23,286
1135
$35M 0.01%
358,097
-222,361
1136
$34.9M 0.01%
1,409,800
+175,869
1137
$34.9M 0.01%
392,869
-27,130
1138
$34.9M 0.01%
828,257
-100,343
1139
$34.8M 0.01%
1,857,460
-82,621
1140
$34.8M 0.01%
1,677,168
+170,622
1141
$34.8M 0.01%
1,658,017
+1,105,785
1142
$34.7M 0.01%
315,880
-295,978
1143
$34.7M 0.01%
2,330,211
-21,485
1144
$34.6M 0.01%
454,263
+94,630
1145
$34.6M 0.01%
1,039,447
-1,594
1146
$34.6M 0.01%
7,473,153
-12,290,100
1147
$34.5M 0.01%
590,607
-40,158
1148
$34.5M 0.01%
2,964,964
-771,369
1149
$34.4M 0.01%
681,280
-974,985
1150
$34.4M 0.01%
637,651
-19,188
44 45
46
47 48