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
2101
$12.6M ﹤0.01%
150,627
-57,312
2102
$12.6M ﹤0.01%
360,710
-97,363
2103
$12.6M ﹤0.01%
461,287
+26,068
2104
$12.6M ﹤0.01%
575,578
-39,302
2105
$12.6M ﹤0.01%
370,243
+13,423
2106
$12.5M ﹤0.01%
100,236
-30,351
2107
$12.5M ﹤0.01%
124,067
+46,617
2108
$12.5M ﹤0.01%
1,256,514
+117,095
2109
$12.5M ﹤0.01%
465,815
-1,475
2110
$12.5M ﹤0.01%
776,249
-36,436
2111
$12.5M ﹤0.01%
335,694
+218,003
2112
$12.5M ﹤0.01%
307,020
+215,743
2113
$12.4M ﹤0.01%
256,761
+19,351
2114
$12.4M ﹤0.01%
272,615
+29,915
2115
$12.4M ﹤0.01%
578,479
+380,729
2116
$12.4M ﹤0.01%
547,576
-217,691
2117
$12.3M ﹤0.01%
774,440
+289,196
2118
$12.3M ﹤0.01%
912,670
+609,070
2119
$12.3M ﹤0.01%
821,527
+266,057
2120
$12.3M ﹤0.01%
752,388
+415,187
2121
$12.3M ﹤0.01%
1,004,034
-14,049
2122
$12.3M ﹤0.01%
341,515
-47,125
2123
$12.3M ﹤0.01%
632,279
+39,689
2124
$12.2M ﹤0.01%
354,799
+148,606
2125
$12.2M ﹤0.01%
2,359,880
-2,662,092
83 84
85
86 87