Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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 11.99%
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
101
$780M 0.21%
3,492,115
+760,872
102
$775M 0.21%
9,622,312
+4,132,965
103
$768M 0.21%
3,507,582
+678,164
104
$760M 0.21%
6,730,936
-406,196
105
$753M 0.2%
10,514,485
+1,537,116
106
$745M 0.2%
3,070,150
-1,393,596
107
$742M 0.2%
11,373,708
+2,356,757
108
$733M 0.2%
11,662,183
-1,647,862
109
$732M 0.2%
16,618,826
-1,677,655
110
$727M 0.2%
4,565,845
+25,304
111
$719M 0.19%
9,190,258
+190,332
112
$713M 0.19%
8,329,845
-285,913
113
$713M 0.19%
4,580,228
+359,569
114
$713M 0.19%
6,994,050
-181,120
115
$711M 0.19%
4,320,720
+638,665
116
$707M 0.19%
3,204,585
-762,043
117
$693M 0.19%
8,510,544
+78,683
118
$688M 0.19%
6,770,147
+1,094,512
119
$679M 0.18%
7,076,283
+1,172,933
120
$679M 0.18%
13,219,686
+4,059,156
121
$672M 0.18%
5,405,251
+110,874
122
$668M 0.18%
5,485,528
+3,454,493
123
$663M 0.18%
3,244,334
+1,115,915
124
$658M 0.18%
111,090,000
+8,080,600
125
$651M 0.18%
12,896,883
-3,848,474
3 4
5
6 7