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
1176
$33.1M 0.01%
745,448
-1,204
1177
$33.1M 0.01%
3,560,043
-599,888
1178
$33M 0.01%
135,208
+59,901
1179
$32.9M 0.01%
1,813,054
-333,736
1180
$32.9M 0.01%
294,488
-137,553
1181
$32.9M 0.01%
4,146,327
+94,227
1182
$32.9M 0.01%
1,453,107
+241,475
1183
$32.8M 0.01%
1,234,167
+59,594
1184
$32.7M 0.01%
1,146,689
-272,204
1185
$32.7M 0.01%
1,439,884
+952,385
1186
$32.7M 0.01%
688,946
+34,800
1187
$32.6M 0.01%
556,443
+6,312
1188
$32.6M 0.01%
101,815
-343,909
1189
$32.6M 0.01%
1,579,243
+141,994
1190
$32.5M 0.01%
222,478
-144,584
1191
$32.5M 0.01%
398,177
+140,003
1192
$32.5M 0.01%
550,769
-165,393
1193
$32.5M 0.01%
1,906,186
-34,316
1194
$32.5M 0.01%
877,826
-233,345
1195
$32.5M 0.01%
3,460,460
+632,320
1196
$32.4M 0.01%
1,217,391
+14,739
1197
$32.4M 0.01%
1,124,584
-149,379
1198
$32.4M 0.01%
1,015,267
-74,813
1199
$32.4M 0.01%
702,893
-51,046
1200
$32.4M 0.01%
1,236,461
+583,829
46 47
48
49 50