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
1226
$31.3M 0.01%
722,376
+464,105
1227
$31.1M 0.01%
670,072
+51,407
1228
$31.1M 0.01%
478,577
-163,126
1229
$31.1M 0.01%
+1,200,258
1230
$31.1M 0.01%
4,228,433
+31,183
1231
$31M 0.01%
1,345,650
+148,900
1232
$30.9M 0.01%
2,324,135
+189,747
1233
$30.8M 0.01%
993,660
-257,435
1234
$30.8M 0.01%
274,734
-166,125
1235
$30.8M 0.01%
2,374,946
-415,901
1236
$30.7M 0.01%
882,376
+277,351
1237
$30.7M 0.01%
223,334
-82,512
1238
$30.7M 0.01%
725,152
+120,889
1239
$30.7M 0.01%
1,283,123
+295,119
1240
$30.7M 0.01%
800,131
-223,018
1241
$30.6M 0.01%
932,689
-405,537
1242
$30.6M 0.01%
4,669,502
-5,796,096
1243
$30.5M 0.01%
261,993
-70,809
1244
$30.5M 0.01%
568,664
+22,036
1245
$30.5M 0.01%
814,061
-356,372
1246
$30.5M 0.01%
1,341,585
+87,237
1247
$30.4M 0.01%
296,764
-210,750
1248
$30.4M 0.01%
2,399,999
-133,778
1249
$30.4M 0.01%
230,840
-16,500
1250
$30.3M 0.01%
597,117
+5,574
48 49
50
51 52