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
1401
$26M 0.01%
978,827
-415,024
1402
$26M 0.01%
1,367,586
-41,629
1403
$26M 0.01%
292,418
+31,403
1404
$25.9M 0.01%
354,344
-183,344
1405
$25.9M 0.01%
595,469
+98,365
1406
$25.9M 0.01%
731,240
+47,535
1407
$25.8M 0.01%
508,463
+82,382
1408
$25.8M 0.01%
863,985
+291,287
1409
$25.8M 0.01%
2,779,887
+963,868
1410
$25.8M 0.01%
958,804
+242,895
1411
$25.8M 0.01%
279,328
+17,876
1412
$25.8M 0.01%
641,715
+13,910
1413
$25.7M 0.01%
613,532
+5,828
1414
$25.7M 0.01%
1,644,827
+1,325,116
1415
$25.7M 0.01%
273,313
-17,609
1416
$25.6M 0.01%
889,617
+454,700
1417
$25.6M 0.01%
317,161
-74,673
1418
$25.5M 0.01%
315,631
+34,997
1419
$25.5M 0.01%
1,500,122
-3,840,687
1420
$25.5M 0.01%
243,120
-12,075
1421
$25.4M 0.01%
519,882
-650,858
1422
$25.3M 0.01%
1,515,540
+83,037
1423
$25.3M 0.01%
1,288,164
+657,137
1424
$25.3M 0.01%
258,181
+107,498
1425
$25.2M 0.01%
1,037,170
+5,265
55 56
57
58 59