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
2051
$13.3M ﹤0.01%
665,745
+190,126
2052
$13.3M ﹤0.01%
1,414,293
+68,756
2053
$13.2M ﹤0.01%
330,396
-35,012
2054
$13.2M ﹤0.01%
510,762
-154,429
2055
$13.2M ﹤0.01%
967,103
-376,840
2056
$13.2M ﹤0.01%
1,413,931
+78,282
2057
$13.2M ﹤0.01%
480,436
+174,831
2058
$13.2M ﹤0.01%
1,794,045
-230,149
2059
$13.2M ﹤0.01%
967,116
+2,739
2060
$13.1M ﹤0.01%
1,312,826
-4,134
2061
$13.1M ﹤0.01%
137,104
-134,450
2062
$13.1M ﹤0.01%
591,304
+547,064
2063
$13.1M ﹤0.01%
349,635
-67,308
2064
$13.1M ﹤0.01%
234,683
-25,181
2065
$13M ﹤0.01%
259,757
-15,959
2066
$13M ﹤0.01%
291,860
-80,464
2067
$13M ﹤0.01%
526,057
+345,051
2068
$13M ﹤0.01%
172,039
-26,420
2069
$13M ﹤0.01%
116,759
-33,600
2070
$13M ﹤0.01%
393,794
-90,774
2071
$13M ﹤0.01%
915,183
-325,556
2072
$12.9M ﹤0.01%
442,412
+5,377
2073
$12.9M ﹤0.01%
629,329
+372,179
2074
$12.9M ﹤0.01%
223,171
-19,070
2075
$12.9M ﹤0.01%
155,715
+72,853
81 82
83
84 85