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
2176
$11.7M ﹤0.01%
365,895
-232,966
2177
$11.7M ﹤0.01%
425,234
+310,957
2178
$11.7M ﹤0.01%
953,779
-460,580
2179
$11.7M ﹤0.01%
308,732
+166,005
2180
$11.7M ﹤0.01%
782,651
+344,015
2181
$11.7M ﹤0.01%
300,221
-10,960
2182
$11.7M ﹤0.01%
621,907
-30,970
2183
$11.7M ﹤0.01%
539,243
-3,182
2184
$11.7M ﹤0.01%
345,151
-257,776
2185
$11.7M ﹤0.01%
748,747
+324,076
2186
$11.6M ﹤0.01%
161,046
+23,822
2187
$11.6M ﹤0.01%
148,554
-58,758
2188
$11.6M ﹤0.01%
3,194,028
+685,168
2189
$11.6M ﹤0.01%
1,523,514
-96,779
2190
$11.6M ﹤0.01%
303,353
-709,102
2191
$11.6M ﹤0.01%
558,007
+73,649
2192
$11.6M ﹤0.01%
+236,267
2193
$11.5M ﹤0.01%
196,442
+99,822
2194
$11.5M ﹤0.01%
+560,660
2195
$11.5M ﹤0.01%
846,295
+778,545
2196
$11.5M ﹤0.01%
453,353
+14,873
2197
$11.5M ﹤0.01%
319,627
+272,259
2198
$11.5M ﹤0.01%
298,796
-9,264
2199
$11.5M ﹤0.01%
146,999
-131,071
2200
$11.5M ﹤0.01%
141,494
+20,412
86 87
88
89 90