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
1326
$28.1M 0.01%
3,328,182
+569,151
1327
$28.1M 0.01%
843,719
-56,689
1328
$28M 0.01%
202,681
+34,706
1329
$28M 0.01%
3,054,077
-192,195
1330
$28M 0.01%
514,458
-131,122
1331
$28M 0.01%
894,508
-73,964
1332
$28M 0.01%
938,838
+134,182
1333
$27.9M 0.01%
719,674
+178,665
1334
$27.9M 0.01%
1,944,338
-319,076
1335
$27.8M 0.01%
632,949
-543,636
1336
$27.7M 0.01%
6,448,882
-17,228,702
1337
$27.7M 0.01%
934,713
+289,812
1338
$27.7M 0.01%
591,105
+53,000
1339
$27.7M 0.01%
538,642
-304,860
1340
$27.7M 0.01%
620,048
-14,118
1341
$27.6M 0.01%
1,434,420
-762,090
1342
$27.5M 0.01%
212,668
+77,667
1343
$27.4M 0.01%
165,679
-135,617
1344
$27.4M 0.01%
1,910,069
+57,311
1345
$27.4M 0.01%
515,103
+301
1346
$27.3M 0.01%
949,896
+61,490
1347
$27.3M 0.01%
1,028,037
-152,995
1348
$27.3M 0.01%
544,220
-899
1349
$27.3M 0.01%
245,413
-32,423
1350
$27.2M 0.01%
187,565
+42,958
52 53
54
55 56