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
2026
$13.6M ﹤0.01%
222,235
-45,586
2027
$13.6M ﹤0.01%
600,023
-306,723
2028
$13.6M ﹤0.01%
651,383
+295,490
2029
$13.6M ﹤0.01%
169,959
-36,189
2030
$13.5M ﹤0.01%
126,011
+32,722
2031
$13.5M ﹤0.01%
398,760
+146,132
2032
$13.5M ﹤0.01%
1,235,998
-545,693
2033
$13.5M ﹤0.01%
569,578
+42,381
2034
$13.5M ﹤0.01%
243,745
-45,126
2035
$13.5M ﹤0.01%
1,047,367
+24,225
2036
$13.5M ﹤0.01%
153,662
-139,406
2037
$13.4M ﹤0.01%
38,905
-8,768
2038
$13.4M ﹤0.01%
1,105,863
-17,519
2039
$13.4M ﹤0.01%
203,833
-69,493
2040
$13.4M ﹤0.01%
155,622
-221,872
2041
$13.4M ﹤0.01%
1,134,735
+53,131
2042
$13.3M ﹤0.01%
409,005
+69,912
2043
$13.3M ﹤0.01%
310,335
+216,274
2044
$13.3M ﹤0.01%
619,296
-464,259
2045
$13.3M ﹤0.01%
1,407,353
-857,326
2046
$13.3M ﹤0.01%
239,975
-154,010
2047
$13.3M ﹤0.01%
2,176,126
+390,006
2048
$13.3M ﹤0.01%
810,669
-253,902
2049
$13.3M ﹤0.01%
95,064
+20,639
2050
$13.3M ﹤0.01%
279,315
+4,028
80 81
82
83 84