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
1851
$16.1M ﹤0.01%
120,818
-58,982
1852
$16.1M ﹤0.01%
2,527,573
+1,463
1853
$16.1M ﹤0.01%
576,527
+18,189
1854
$16.1M ﹤0.01%
50,032
+4,397
1855
$16.1M ﹤0.01%
220,920
-220,846
1856
$16.1M ﹤0.01%
703,302
+26,643
1857
$16.1M ﹤0.01%
502,400
+431,738
1858
$16.1M ﹤0.01%
1,107,138
-55,148
1859
$16M ﹤0.01%
653,365
+375,345
1860
$16M ﹤0.01%
705,265
-179,244
1861
$16M ﹤0.01%
622,079
+266,849
1862
$16M ﹤0.01%
1,432,441
+102,534
1863
$15.9M ﹤0.01%
299,403
+5,370
1864
$15.9M ﹤0.01%
215,475
+68,636
1865
$15.9M ﹤0.01%
377,238
-22,382
1866
$15.9M ﹤0.01%
250,317
-202,244
1867
$15.8M ﹤0.01%
496,961
-128,077
1868
$15.8M ﹤0.01%
679,931
-65,583
1869
$15.8M ﹤0.01%
348,574
-8,255
1870
$15.7M ﹤0.01%
285,398
+143,874
1871
$15.7M ﹤0.01%
427,846
+148,137
1872
$15.7M ﹤0.01%
485,237
-1,162,979
1873
$15.6M ﹤0.01%
719,677
+78,431
1874
$15.6M ﹤0.01%
324,134
+35,424
1875
$15.6M ﹤0.01%
150,578
+32,636
73 74
75
76 77