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
1576
$21.3M 0.01%
1,083,607
+49,244
1577
$21.3M 0.01%
267,189
-3,399
1578
$21.3M 0.01%
877,634
+440,520
1579
$21.3M 0.01%
114,216
+58,589
1580
$21.3M 0.01%
577,754
+30,190
1581
$21.3M 0.01%
631,039
-24,033
1582
$21.3M 0.01%
2,786,652
-1,278,171
1583
$21.2M 0.01%
922,246
+75,355
1584
$21.2M 0.01%
921,544
-106,265
1585
$21.2M 0.01%
1,549,415
-183,415
1586
$21.2M 0.01%
674,019
-505,784
1587
$21.2M 0.01%
254,704
-41,522
1588
$21.2M 0.01%
612,160
+490,147
1589
$21.1M 0.01%
1,665
+20
1590
$21.1M 0.01%
922,172
+13,233
1591
$21.1M 0.01%
1,656,602
+147,615
1592
$21.1M 0.01%
359,044
-1,357,941
1593
$21.1M 0.01%
814,082
-198,808
1594
$21.1M 0.01%
403,734
-101,844
1595
$21M 0.01%
2,021,768
-133,140
1596
$21M 0.01%
879,556
+29,903
1597
$21M 0.01%
2,856,838
-379,864
1598
$20.9M 0.01%
2,934,664
+526,360
1599
$20.9M 0.01%
456,324
-688
1600
$20.9M 0.01%
682,030
+97,076
62 63
64
65 66