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
1201
$32.2M 0.01%
2,090,346
-278,011
1202
$32.2M 0.01%
1,709,490
-707,382
1203
$32.1M 0.01%
810,539
-372,229
1204
$32M 0.01%
954,699
+8,296
1205
$32M 0.01%
511,151
-114,436
1206
$31.9M 0.01%
958,697
+177,861
1207
$31.9M 0.01%
2,765,837
-142,468
1208
$31.9M 0.01%
414,443
+25,868
1209
$31.8M 0.01%
146,800
-45,581
1210
$31.8M 0.01%
5,255
+1,519
1211
$31.8M 0.01%
4,864,663
+692,012
1212
$31.8M 0.01%
692,972
+36,876
1213
$31.8M 0.01%
1,154,731
+174,532
1214
$31.7M 0.01%
411,518
+2,383
1215
$31.6M 0.01%
467,300
-319,670
1216
$31.5M 0.01%
896,622
+165,570
1217
$31.4M 0.01%
650,964
+15,173
1218
$31.4M 0.01%
2,935,305
+1,593,403
1219
$31.4M 0.01%
2,504,974
-210,669
1220
$31.4M 0.01%
814,746
-482,512
1221
$31.4M 0.01%
25,117
+581
1222
$31.3M 0.01%
564,540
+345,388
1223
$31.3M 0.01%
460,161
-254,082
1224
$31.3M 0.01%
566,531
+2,391
1225
$31.3M 0.01%
5,620,495
+156,831
47 48
49
50 51