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
1701
$18.5M 0.01%
407,876
+2,286
1702
$18.5M 0.01%
1,109,632
+625,218
1703
$18.5M 0.01%
320,162
+108,476
1704
$18.5M 0.01%
500,780
+137,680
1705
$18.5M 0.01%
+432,069
1706
$18.5M 0.01%
980,312
+19,631
1707
$18.5M 0.01%
227,710
+170,649
1708
$18.4M 0.01%
1,442,997
+276,725
1709
$18.4M 0.01%
761,387
+112,078
1710
$18.4M 0.01%
986,116
+321,573
1711
$18.4M 0.01%
736,305
+68,683
1712
$18.4M 0.01%
1,115,078
+89,516
1713
$18.3M 0.01%
828,037
-122,182
1714
$18.2M ﹤0.01%
1,923,008
+335,992
1715
$18.2M ﹤0.01%
853,031
+194,266
1716
$18.2M ﹤0.01%
382,754
+19,227
1717
$18.1M ﹤0.01%
168,394
+98,268
1718
$18.1M ﹤0.01%
507,130
-244,953
1719
$18.1M ﹤0.01%
2,088,885
+1,417,198
1720
$18.1M ﹤0.01%
406,293
+94,603
1721
$18M ﹤0.01%
673,760
+8,431
1722
$18M ﹤0.01%
161,843
-51,756
1723
$18M ﹤0.01%
1,071,701
+460,029
1724
$18M ﹤0.01%
880,518
-2,952
1725
$18M ﹤0.01%
332,984
-44,925
67 68
69
70 71