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
1901
$15.1M ﹤0.01%
287,539
-19,435
1902
$15.1M ﹤0.01%
1,081,409
-13,681
1903
$15.1M ﹤0.01%
564,373
-9,074
1904
$15.1M ﹤0.01%
323,666
-71,058
1905
$15.1M ﹤0.01%
499,238
+233,489
1906
$15.1M ﹤0.01%
703,530
+106,861
1907
$15.1M ﹤0.01%
677,033
-37,863
1908
$15.1M ﹤0.01%
4,218,950
-427,404
1909
$15.1M ﹤0.01%
892,403
+58,727
1910
$15.1M ﹤0.01%
774,981
+29,609
1911
$15M ﹤0.01%
540,300
+46,035
1912
$15M ﹤0.01%
270,222
-87,936
1913
$15M ﹤0.01%
1,430,725
+765,899
1914
$15M ﹤0.01%
470,869
-1,326,059
1915
$15M ﹤0.01%
314,559
-179,432
1916
$15M ﹤0.01%
241,881
+94,367
1917
$15M ﹤0.01%
1,135,109
+63,453
1918
$15M ﹤0.01%
384,163
-2,583
1919
$15M ﹤0.01%
437,163
-4,985,950
1920
$15M ﹤0.01%
2,822,494
+1,193,904
1921
$14.9M ﹤0.01%
786,865
-149,383
1922
$14.9M ﹤0.01%
784,683
-490,363
1923
$14.9M ﹤0.01%
287,449
+16,385
1924
$14.9M ﹤0.01%
1,455,242
+95,562
1925
$14.9M ﹤0.01%
408,336
+3,202
75 76
77
78 79