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
2201
$11.5M ﹤0.01%
364,683
+232,969
2202
$11.5M ﹤0.01%
157,515
+20,042
2203
$11.5M ﹤0.01%
2,442,287
+220,051
2204
$11.5M ﹤0.01%
865,481
+821,302
2205
$11.4M ﹤0.01%
280,812
+23,173
2206
$11.4M ﹤0.01%
317,617
-8,435
2207
$11.4M ﹤0.01%
569,813
+20,841
2208
$11.4M ﹤0.01%
540,066
-358,113
2209
$11.4M ﹤0.01%
173,020
-1,551
2210
$11.4M ﹤0.01%
192,549
+726
2211
$11.3M ﹤0.01%
158,596
-35,240
2212
$11.3M ﹤0.01%
643,999
+123,592
2213
$11.3M ﹤0.01%
327,882
-4,217
2214
$11.3M ﹤0.01%
223,328
+87,132
2215
$11.3M ﹤0.01%
113,780
-6,320
2216
$11.3M ﹤0.01%
208,277
-79,820
2217
$11.3M ﹤0.01%
49,565
-62,618
2218
$11.3M ﹤0.01%
303,786
-935,150
2219
$11.3M ﹤0.01%
1,289,478
-31,159
2220
$11.3M ﹤0.01%
381,030
-281,402
2221
$11.3M ﹤0.01%
840,606
+700,492
2222
$11.3M ﹤0.01%
444,052
+205,331
2223
$11.2M ﹤0.01%
1,036,539
+181,422
2224
$11.2M ﹤0.01%
681,154
-206,031
2225
$11.2M ﹤0.01%
248,504
-126,743
87 88
89
90 91