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
1801
$16.8M ﹤0.01%
375,346
-68,336
1802
$16.8M ﹤0.01%
865,951
-30,972
1803
$16.8M ﹤0.01%
288,768
-3,801
1804
$16.7M ﹤0.01%
235,257
+11,153
1805
$16.7M ﹤0.01%
615,400
-30,169
1806
$16.7M ﹤0.01%
555,405
+15,547
1807
$16.7M ﹤0.01%
705,283
+35,263
1808
$16.7M ﹤0.01%
398,953
-74,825
1809
$16.7M ﹤0.01%
373,434
-827,521
1810
$16.7M ﹤0.01%
989,412
-20,128
1811
$16.6M ﹤0.01%
1,057,535
-12,059
1812
$16.6M ﹤0.01%
524,098
-124,089
1813
$16.6M ﹤0.01%
516,458
-21,355
1814
$16.6M ﹤0.01%
290,545
+78,323
1815
$16.6M ﹤0.01%
628,491
-32,039
1816
$16.6M ﹤0.01%
184,215
+106,205
1817
$16.6M ﹤0.01%
248,487
-102,854
1818
$16.6M ﹤0.01%
361,230
+18,544
1819
$16.6M ﹤0.01%
1,220,141
+661,468
1820
$16.6M ﹤0.01%
169,824
-187,568
1821
$16.6M ﹤0.01%
1,146,116
+52,900
1822
$16.6M ﹤0.01%
139,241
+15,815
1823
$16.5M ﹤0.01%
214,354
-2,522
1824
$16.5M ﹤0.01%
1,820,435
-442,067
1825
$16.5M ﹤0.01%
148,938
+16,091