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
1676
$19.1M 0.01%
3,972,431
+57,724
1677
$19.1M 0.01%
303,788
-50,365
1678
$19.1M 0.01%
1,045,742
+76,563
1679
$19.1M 0.01%
+696,744
1680
$19.1M 0.01%
632,388
+4,073
1681
$19.1M 0.01%
259,964
+52,397
1682
$19.1M 0.01%
301,903
-68,162
1683
$19.1M 0.01%
3,504,395
+2,283,751
1684
$19M 0.01%
548,351
-33,868
1685
$19M 0.01%
235,964
-64,005
1686
$19M 0.01%
1,956,790
+1,607,276
1687
$19M 0.01%
577,950
-245,374
1688
$19M 0.01%
445,205
+16,964
1689
$19M 0.01%
217,860
-54,040
1690
$18.9M 0.01%
836,584
-40,173
1691
$18.9M 0.01%
120,869
-38,267
1692
$18.8M 0.01%
243,300
-14,290
1693
$18.8M 0.01%
498,267
+154,292
1694
$18.8M 0.01%
523,620
+312,065
1695
$18.8M 0.01%
464,065
-447,234
1696
$18.8M 0.01%
313,674
+81,092
1697
$18.7M 0.01%
311,160
-107,730
1698
$18.6M 0.01%
130,133
-41,601
1699
$18.6M 0.01%
332,379
-299,917
1700
$18.6M 0.01%
186,253
-2,300
66 67
68
69 70