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
1151
$34.3M 0.01%
3,525,775
-129,035
1152
$34.3M 0.01%
643,574
+230,739
1153
$34.2M 0.01%
972,043
+399,744
1154
$34.2M 0.01%
756,739
+194,187
1155
$34.2M 0.01%
215,434
+58,919
1156
$34.1M 0.01%
1,737,476
+335,086
1157
$34.1M 0.01%
1,262,428
-183,754
1158
$34M 0.01%
332,910
-570,512
1159
$34M 0.01%
545,434
-138,221
1160
$33.9M 0.01%
328,531
+182,043
1161
$33.9M 0.01%
468,815
-200,494
1162
$33.9M 0.01%
718,734
+196,223
1163
$33.8M 0.01%
724,466
+90,110
1164
$33.6M 0.01%
245,876
-26,012
1165
$33.5M 0.01%
317,605
-179,162
1166
$33.4M 0.01%
372,062
+209,439
1167
$33.3M 0.01%
529,056
-171,418
1168
$33.3M 0.01%
430,780
-183,762
1169
$33.3M 0.01%
1,302,529
-90,083
1170
$33.3M 0.01%
386,656
+12,092
1171
$33.2M 0.01%
760,480
-8,830
1172
$33.2M 0.01%
604,314
+3,100
1173
$33.2M 0.01%
1,570,573
-884,886
1174
$33.1M 0.01%
1,791,284
-16,045
1175
$33.1M 0.01%
1,096,425
+63,109
45 46
47
48 49