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
1451
$24.5M 0.01%
668,702
+91,064
1452
$24.5M 0.01%
1,084,685
+203,687
1453
$24.5M 0.01%
1,094,516
-108,519
1454
$24.4M 0.01%
518,763
+5,329
1455
$24.4M 0.01%
971,506
+190,595
1456
$24.4M 0.01%
2,764,847
-253,402
1457
$24.3M 0.01%
352,424
-68,544
1458
$24.3M 0.01%
889,903
-322,444
1459
$24.3M 0.01%
1,506,164
+42,593
1460
$24.3M 0.01%
329,381
-26,660
1461
$24.2M 0.01%
480,464
+16,262
1462
$24.2M 0.01%
429,510
-22,592
1463
$24.2M 0.01%
1,170,325
+185,406
1464
$24.2M 0.01%
567,513
+82,287
1465
$24.2M 0.01%
1,797,657
-420,248
1466
$24.1M 0.01%
952,251
-36,546
1467
$24.1M 0.01%
916,068
-199,070
1468
$24M 0.01%
973,926
-4,744,722
1469
$24M 0.01%
342,651
-62,431
1470
$23.9M 0.01%
490,360
+367,749
1471
$23.8M 0.01%
188,964
-32,114
1472
$23.8M 0.01%
550,418
-524,459
1473
$23.8M 0.01%
280,108
-41,492
1474
$23.7M 0.01%
219,010
+19,238
1475
$23.7M 0.01%
455,458
+343,373
57 58
59
60 61