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
1376
$26.6M 0.01%
272,468
-22,682
1377
$26.6M 0.01%
526,951
+170,673
1378
$26.5M 0.01%
701,259
-44,160
1379
$26.5M 0.01%
596,071
+486,930
1380
$26.4M 0.01%
428,061
+82,749
1381
$26.4M 0.01%
1,164,489
-189,183
1382
$26.3M 0.01%
1,200,205
+315,305
1383
$26.3M 0.01%
1,048,404
-32,997
1384
$26.3M 0.01%
258,704
-127,416
1385
$26.3M 0.01%
1,961,909
+540,427
1386
$26.3M 0.01%
1,662,339
-39,421
1387
$26.3M 0.01%
855,808
-32,048
1388
$26.2M 0.01%
678,659
+24,440
1389
$26.1M 0.01%
321,047
-48,835
1390
$26.1M 0.01%
1,119,022
+750,244
1391
$26.1M 0.01%
369,238
+179,828
1392
$26.1M 0.01%
626,737
+395,029
1393
$26M 0.01%
263,931
+41,069
1394
$26M 0.01%
1,423,176
+533,796
1395
$26M 0.01%
6,923,690
+398,284
1396
$26M 0.01%
752,087
+112,244
1397
$26M 0.01%
2,503,131
+166,456
1398
$26M 0.01%
94,691
-405
1399
$26M 0.01%
3,443,170
+27,935
1400
$26M 0.01%
905,106
+22,106