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
1526
$22.4M 0.01%
305,468
+193,874
1527
$22.4M 0.01%
1,940,620
+330,898
1528
$22.3M 0.01%
452,073
-210,325
1529
$22.3M 0.01%
138,923
-9,401
1530
$22.3M 0.01%
528,870
-36,272
1531
$22.3M 0.01%
710,189
-32,884
1532
$22.3M 0.01%
1,582,047
-89,185
1533
$22.3M 0.01%
615,985
-131,646
1534
$22.2M 0.01%
352,056
+143,167
1535
$22.2M 0.01%
234,374
-436,382
1536
$22.2M 0.01%
1,545,612
+48,710
1537
$22.2M 0.01%
1,458,879
+56,538
1538
$22.2M 0.01%
213,219
-33,129
1539
$22.2M 0.01%
992,090
+227,431
1540
$22.2M 0.01%
540,261
+517,240
1541
$22.1M 0.01%
513,674
-1,678,992
1542
$22.1M 0.01%
961,605
+6,076
1543
$22.1M 0.01%
275,529
+137,319
1544
$22.1M 0.01%
148,393
+64,059
1545
$22.1M 0.01%
138,676
-5,587
1546
$22M 0.01%
251,561
-94,181
1547
$22M 0.01%
289,118
+14,602
1548
$22M 0.01%
795,009
-720,050
1549
$22M 0.01%
904,945
-103,104
1550
$21.9M 0.01%
548,715
+33,261
60 61
62
63 64