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
1826
$16.5M ﹤0.01%
758,937
-97,902
1827
$16.4M ﹤0.01%
852,208
-44,382
1828
$16.4M ﹤0.01%
1,352,211
-271,106
1829
$16.4M ﹤0.01%
1,939,957
+77,208
1830
$16.4M ﹤0.01%
669,517
+13,588
1831
$16.4M ﹤0.01%
1,182,917
+9,773
1832
$16.3M ﹤0.01%
268,031
-18,025
1833
$16.3M ﹤0.01%
1,199,347
-354,380
1834
$16.3M ﹤0.01%
975,695
+342,164
1835
$16.3M ﹤0.01%
669,017
+65,627
1836
$16.3M ﹤0.01%
561,978
-50,323
1837
$16.3M ﹤0.01%
343,825
-631,278
1838
$16.3M ﹤0.01%
216,057
-64,536
1839
$16.3M ﹤0.01%
213,199
-35,645
1840
$16.2M ﹤0.01%
164,956
+39,334
1841
$16.2M ﹤0.01%
183,094
+28,598
1842
$16.2M ﹤0.01%
438,259
-48,861
1843
$16.2M ﹤0.01%
4,926,796
-182,736
1844
$16.2M ﹤0.01%
218,290
-40,298
1845
$16.2M ﹤0.01%
1,715,753
-10,232
1846
$16.2M ﹤0.01%
162,298
-35,627
1847
$16.2M ﹤0.01%
266,150
-228,408
1848
$16.1M ﹤0.01%
184,855
-78,989
1849
$16.1M ﹤0.01%
124,803
-124,210
1850
$16.1M ﹤0.01%
2,028,807
+17,730