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
1351
$27.2M 0.01%
270,705
+264,272
1352
$27.2M 0.01%
1,588,736
-276,064
1353
$27.1M 0.01%
180,856
+13,131
1354
$27.1M 0.01%
347,163
-39,971
1355
$27.1M 0.01%
901,166
+188,019
1356
$27.1M 0.01%
1,455,877
+569,661
1357
$27.1M 0.01%
765,748
-112,775
1358
$27M 0.01%
714,199
+665,254
1359
$27M 0.01%
258,110
+58,543
1360
$27M 0.01%
413,643
+16,603
1361
$27M 0.01%
1,861,570
+531,224
1362
$26.9M 0.01%
491,739
+152,342
1363
$26.9M 0.01%
+457,372
1364
$26.9M 0.01%
458,722
+20,896
1365
$26.9M 0.01%
579,145
+48,969
1366
$26.9M 0.01%
920,694
+414,294
1367
$26.9M 0.01%
426,503
+239,368
1368
$26.8M 0.01%
284,081
-368,316
1369
$26.8M 0.01%
624,420
-563,122
1370
$26.8M 0.01%
315,064
-177,093
1371
$26.8M 0.01%
1,185,132
-139,375
1372
$26.7M 0.01%
737,762
+9,830
1373
$26.7M 0.01%
2,961,883
-672,169
1374
$26.6M 0.01%
1,338,220
-199,725
1375
$26.6M 0.01%
247,501
+20,134
53 54
55
56 57