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
1651
$19.7M 0.01%
502,733
+258,808
1652
$19.7M 0.01%
510,121
-125,354
1653
$19.7M 0.01%
1,679,280
-305,716
1654
$19.6M 0.01%
4,587,077
-233,527
1655
$19.6M 0.01%
671,730
-27,179
1656
$19.6M 0.01%
605,100
+3,750
1657
$19.6M 0.01%
739,200
-428,604
1658
$19.5M 0.01%
424,454
-63,658
1659
$19.5M 0.01%
1,173,314
-361,022
1660
$19.5M 0.01%
184,273
+51,205
1661
$19.5M 0.01%
544,314
-181,460
1662
$19.4M 0.01%
631,266
+5,110
1663
$19.4M 0.01%
267,996
+110,137
1664
$19.4M 0.01%
207,003
-86,389
1665
$19.4M 0.01%
207,892
-74,241
1666
$19.4M 0.01%
3,032,815
-123,898
1667
$19.4M 0.01%
575,189
-36,533
1668
$19.4M 0.01%
1,807,433
+216,657
1669
$19.4M 0.01%
207,264
-4,098
1670
$19.4M 0.01%
458,338
+27,819
1671
$19.3M 0.01%
238,406
-110,124
1672
$19.2M 0.01%
221,385
-8,963
1673
$19.2M 0.01%
78,032
-116,745
1674
$19.2M 0.01%
826,871
+191,133
1675
$19.2M 0.01%
501,610
+11,310
65 66
67
68 69