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
2226
$11.2M ﹤0.01%
85,872
+36,978
2227
$11.2M ﹤0.01%
691,605
+39,099
2228
$11.2M ﹤0.01%
1,269,919
+274,715
2229
$11.2M ﹤0.01%
1,670,146
-154,590
2230
$11.2M ﹤0.01%
38,821
-54,050
2231
$11.2M ﹤0.01%
147,740
-17,180
2232
$11.2M ﹤0.01%
84,254
-30,659
2233
$11.2M ﹤0.01%
258,878
-73,078
2234
$11.2M ﹤0.01%
1,963,229
-498,411
2235
$11.2M ﹤0.01%
117,255
-5,437
2236
$11.2M ﹤0.01%
2,749
+296
2237
$11.2M ﹤0.01%
210,710
-76,768
2238
$11.1M ﹤0.01%
215,442
-44,441
2239
$11.1M ﹤0.01%
2,149
+1,058
2240
$11.1M ﹤0.01%
210,518
-174,600
2241
$11.1M ﹤0.01%
320,895
-194,130
2242
$11.1M ﹤0.01%
1,066,208
+273,111
2243
$11.1M ﹤0.01%
225,988
-133,864
2244
$11.1M ﹤0.01%
382,243
+130,043
2245
$11.1M ﹤0.01%
339,659
-129,282
2246
$11.1M ﹤0.01%
285,533
-58,269
2247
$11.1M ﹤0.01%
235,777
-3,776
2248
$11.1M ﹤0.01%
60,604
+22,335
2249
$11.1M ﹤0.01%
552,702
+63,420
2250
$11.1M ﹤0.01%
202,359
+11,379
88 89
90
91 92