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
1626
$20.4M 0.01%
67,970
-16,337
1627
$20.4M 0.01%
811,563
+134,390
1628
$20.4M 0.01%
356,733
+250,375
1629
$20.3M 0.01%
738,561
-75,291
1630
$20.3M 0.01%
214,631
+49,744
1631
$20.3M 0.01%
472,248
-144,562
1632
$20.3M 0.01%
402,567
+397,615
1633
$20.2M 0.01%
556,112
-113,057
1634
$20.2M 0.01%
896,858
+30,901
1635
$20.2M 0.01%
3,131,386
+125,000
1636
$20.2M 0.01%
415,723
-101,479
1637
$20.2M 0.01%
1,128,163
-394,899
1638
$20.1M 0.01%
326,368
+57,807
1639
$20.1M 0.01%
1,714,450
-96,040
1640
$20M 0.01%
+667,466
1641
$20M 0.01%
379,725
-40,822
1642
$20M 0.01%
179,003
+67,667
1643
$20M 0.01%
353,817
+10,897
1644
$20M 0.01%
391,701
+141,726
1645
$19.9M 0.01%
587,319
+53,497
1646
$19.9M 0.01%
3,885,717
-120,024
1647
$19.8M 0.01%
376,968
-159,228
1648
$19.8M 0.01%
59,763
+26,022
1649
$19.7M 0.01%
299,134
-5,012
1650
$19.7M 0.01%
1,475,605
+102,058
64 65
66
67 68