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
2151
$12M ﹤0.01%
731,628
-256,827
2152
$12M ﹤0.01%
701,899
+28,207
2153
$12M ﹤0.01%
188,596
-7,773
2154
$11.9M ﹤0.01%
166,300
+33,562
2155
$11.9M ﹤0.01%
361,651
-101,908
2156
$11.9M ﹤0.01%
288,432
+15,155
2157
$11.9M ﹤0.01%
1,259,639
+54,063
2158
$11.9M ﹤0.01%
45,765
+723
2159
$11.9M ﹤0.01%
854,062
-26,820
2160
$11.9M ﹤0.01%
263,619
+131,375
2161
$11.9M ﹤0.01%
1,134,825
+8,362
2162
$11.8M ﹤0.01%
187,442
+30,346
2163
$11.8M ﹤0.01%
2,115,993
+90,639
2164
$11.8M ﹤0.01%
940,714
+488,831
2165
$11.8M ﹤0.01%
2,394,400
+661,098
2166
$11.8M ﹤0.01%
108,253
-27,337
2167
$11.8M ﹤0.01%
383,342
+393
2168
$11.8M ﹤0.01%
810,409
+293,882
2169
$11.8M ﹤0.01%
154,875
-80,133
2170
$11.8M ﹤0.01%
317,098
+49,610
2171
$11.8M ﹤0.01%
127,191
-104,920
2172
$11.8M ﹤0.01%
282,633
+112,687
2173
$11.8M ﹤0.01%
463,717
-19,435
2174
$11.8M ﹤0.01%
216,207
-37,451
2175
$11.7M ﹤0.01%
383,751
+280,416
85 86
87
88 89