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
1426
$25.2M 0.01%
1,202,222
+129,560
1427
$25.2M 0.01%
43,863
-11,976
1428
$25.2M 0.01%
222,499
+67,060
1429
$25.1M 0.01%
625,474
-393,054
1430
$25.1M 0.01%
1,631,337
-269,484
1431
$25.1M 0.01%
296,348
-830,599
1432
$25.1M 0.01%
324,234
-286,523
1433
$25.1M 0.01%
582,923
-234,618
1434
$25.1M 0.01%
253,501
+16,075
1435
$25M 0.01%
1,583,660
+387,037
1436
$25M 0.01%
147,515
+45,743
1437
$25M 0.01%
4,297,970
-1,249,113
1438
$25M 0.01%
1,049,313
-74,197
1439
$24.9M 0.01%
272,420
+194,653
1440
$24.9M 0.01%
645,953
+102,471
1441
$24.9M 0.01%
680,096
+48,597
1442
$24.8M 0.01%
778,704
+70,635
1443
$24.7M 0.01%
106,683
+8,124
1444
$24.7M 0.01%
1,163,536
-315,435
1445
$24.7M 0.01%
2,111,660
-1,051,184
1446
$24.7M 0.01%
3,270,020
-109,547
1447
$24.7M 0.01%
1,891,277
+156,557
1448
$24.7M 0.01%
905,640
-232,694
1449
$24.6M 0.01%
343,343
+54,231
1450
$24.6M 0.01%
1,903,334
-20,408
56 57
58
59 60