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
2251
$11.1M ﹤0.01%
478,573
-1,002,449
2252
$11M ﹤0.01%
218,940
+43,572
2253
$11M ﹤0.01%
362,052
-8,415
2254
$11M ﹤0.01%
153,081
+59,756
2255
$11M ﹤0.01%
124,194
-125
2256
$11M ﹤0.01%
316,547
+148,814
2257
$11M ﹤0.01%
157,267
-57,041
2258
$11M ﹤0.01%
861,099
-301,388
2259
$11M ﹤0.01%
432,681
-189,342
2260
$11M ﹤0.01%
251,777
+87,039
2261
$11M ﹤0.01%
686,637
+180,050
2262
$11M ﹤0.01%
169,746
-17,447
2263
$11M ﹤0.01%
154,787
+40,559
2264
$11M ﹤0.01%
47,513
+3,242
2265
$11M ﹤0.01%
283
-30
2266
$11M ﹤0.01%
531,787
-151,714
2267
$10.9M ﹤0.01%
1,238,553
+921,866
2268
$10.9M ﹤0.01%
451,192
-136,258
2269
$10.9M ﹤0.01%
129,616
+25,713
2270
$10.9M ﹤0.01%
296,318
+9,804
2271
$10.9M ﹤0.01%
318,203
-57,284
2272
$10.9M ﹤0.01%
611,782
+29,884
2273
$10.9M ﹤0.01%
384,603
+131,692
2274
$10.9M ﹤0.01%
175,874
+5,586
2275
$10.9M ﹤0.01%
1,200,838
-470,432
89 90
91
92 93