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
1776
$17.2M ﹤0.01%
244,781
-819,028
1777
$17.2M ﹤0.01%
813,448
-3,569
1778
$17.2M ﹤0.01%
393,050
+152,474
1779
$17.2M ﹤0.01%
391,804
+34,029
1780
$17.2M ﹤0.01%
142,894
-49,774
1781
$17.2M ﹤0.01%
372,819
-29,592
1782
$17.1M ﹤0.01%
303,169
-322,563
1783
$17.1M ﹤0.01%
326,407
-1,034,152
1784
$17.1M ﹤0.01%
360,029
-314,958
1785
$17.1M ﹤0.01%
133,950
-66,031
1786
$17.1M ﹤0.01%
282,524
-141,138
1787
$17.1M ﹤0.01%
80,080
+1,598
1788
$17.1M ﹤0.01%
403,577
+35,814
1789
$17.1M ﹤0.01%
849,165
+24,369
1790
$17M ﹤0.01%
2,608,514
+1,147,454
1791
$17M ﹤0.01%
156,643
-13,021
1792
$17M ﹤0.01%
257,850
-27,717
1793
$16.9M ﹤0.01%
681,280
+181,910
1794
$16.9M ﹤0.01%
831,167
+68,693
1795
$16.9M ﹤0.01%
469,768
-49,142
1796
$16.9M ﹤0.01%
41,837
+18,262
1797
$16.8M ﹤0.01%
235,045
-6,863
1798
$16.8M ﹤0.01%
294,883
-99,025
1799
$16.8M ﹤0.01%
441,739
+18,316
1800
$16.8M ﹤0.01%
1,373,691
+95,410