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
1251
$30.3M 0.01%
223,088
+9,487
1252
$30.2M 0.01%
687,288
-50,847
1253
$30.2M 0.01%
1,187,461
+14,558
1254
$30.2M 0.01%
949,770
+44,617
1255
$30.2M 0.01%
323,222
-75,018
1256
$30.1M 0.01%
2,411,353
-72,470
1257
$30.1M 0.01%
161,955
-190,868
1258
$30.1M 0.01%
298,113
+151,565
1259
$30.1M 0.01%
562,254
-7,714
1260
$30.1M 0.01%
350,817
+96,995
1261
$30M 0.01%
382,356
+24,561
1262
$30M 0.01%
581,733
-81,252
1263
$30M 0.01%
1,197,696
+82,609
1264
$30M 0.01%
1,639,059
-441,313
1265
$30M 0.01%
1,193,242
-129,954
1266
$29.9M 0.01%
197,114
-73,208
1267
$29.9M 0.01%
849,279
-147,446
1268
$29.9M 0.01%
588,502
+72,290
1269
$29.8M 0.01%
422,093
-83,417
1270
$29.8M 0.01%
1,415,364
-316,855
1271
$29.8M 0.01%
174,584
-22,096
1272
$29.8M 0.01%
2,041,742
+85,479
1273
$29.8M 0.01%
287,730
+121,284
1274
$29.8M 0.01%
1,250,307
-741,208
1275
$29.6M 0.01%
410,637
-45,570
49 50
51
52 53