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
1501
$23.1M 0.01%
687,446
-132,976
1502
$23M 0.01%
236,412
-13,926
1503
$23M 0.01%
2,161,121
-2,544
1504
$23M 0.01%
1,343,676
+697,480
1505
$23M 0.01%
224,405
-41,827
1506
$23M 0.01%
719,078
+510,230
1507
$23M 0.01%
768,297
+44,020
1508
$23M 0.01%
132,407
+58,879
1509
$23M 0.01%
999,720
+891,921
1510
$22.7M 0.01%
333,530
-11,442
1511
$22.7M 0.01%
696,650
+12,165
1512
$22.7M 0.01%
230,375
+42,643
1513
$22.6M 0.01%
1,013,792
-489,087
1514
$22.6M 0.01%
521,688
+50,647
1515
$22.6M 0.01%
244,815
-399,142
1516
$22.6M 0.01%
995,327
+109,103
1517
$22.6M 0.01%
468,935
+22,540
1518
$22.5M 0.01%
218,411
+64,855
1519
$22.5M 0.01%
362,680
-92,232
1520
$22.5M 0.01%
376,726
-426,941
1521
$22.5M 0.01%
404,501
+259,953
1522
$22.5M 0.01%
301,005
-43,584
1523
$22.5M 0.01%
207,718
-271,405
1524
$22.5M 0.01%
1,015,954
+29,708
1525
$22.4M 0.01%
76,358
+8,631
59 60
61
62 63