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
1876
$15.6M ﹤0.01%
885,635
+331,737
1877
$15.6M ﹤0.01%
237,540
+20,340
1878
$15.6M ﹤0.01%
294,670
+13,655
1879
$15.6M ﹤0.01%
366,819
-91,210
1880
$15.6M ﹤0.01%
820,669
+215,981
1881
$15.6M ﹤0.01%
775,067
+69,964
1882
$15.6M ﹤0.01%
161,405
-25,192
1883
$15.5M ﹤0.01%
219,112
-42,024
1884
$15.5M ﹤0.01%
1,576,389
+21,848
1885
$15.5M ﹤0.01%
401,351
-384,471
1886
$15.5M ﹤0.01%
331,223
-238,334
1887
$15.4M ﹤0.01%
200,799
-139,511
1888
$15.4M ﹤0.01%
247,211
+8,971
1889
$15.4M ﹤0.01%
133,094
+64,944
1890
$15.4M ﹤0.01%
154,477
-32,324
1891
$15.4M ﹤0.01%
652,692
-116,413
1892
$15.4M ﹤0.01%
527,779
-573,616
1893
$15.4M ﹤0.01%
319,768
+3,784
1894
$15.3M ﹤0.01%
653,493
-10,655
1895
$15.3M ﹤0.01%
1,244,571
+187,836
1896
$15.2M ﹤0.01%
1,046,471
+420,126
1897
$15.2M ﹤0.01%
399,750
-143,101
1898
$15.2M ﹤0.01%
1,205,528
-808,260
1899
$15.2M ﹤0.01%
921,641
+366,453
1900
$15.2M ﹤0.01%
550,173
-66,571
74 75
76
77 78