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
2276
$10.9M ﹤0.01%
439,839
+74,170
2277
$10.8M ﹤0.01%
333,561
-2,382
2278
$10.8M ﹤0.01%
259,398
-113,700
2279
$10.8M ﹤0.01%
239,210
+38,006
2280
$10.8M ﹤0.01%
742,284
+5,373
2281
$10.8M ﹤0.01%
224,218
-167,526
2282
$10.8M ﹤0.01%
459,876
-689,563
2283
$10.8M ﹤0.01%
326,981
-143,278
2284
$10.8M ﹤0.01%
137,390
+71,846
2285
$10.8M ﹤0.01%
585,172
+91,472
2286
$10.8M ﹤0.01%
134,931
+102,385
2287
$10.7M ﹤0.01%
186,176
+811
2288
$10.7M ﹤0.01%
198,727
-6,736
2289
$10.7M ﹤0.01%
255,450
-34,322
2290
$10.7M ﹤0.01%
264,781
-85,948
2291
$10.7M ﹤0.01%
495,791
+275,621
2292
$10.7M ﹤0.01%
1,507,465
+1,412,035
2293
$10.7M ﹤0.01%
793,487
+76,631
2294
$10.7M ﹤0.01%
514,017
-1,180,624
2295
$10.7M ﹤0.01%
821,650
+4,741
2296
$10.7M ﹤0.01%
19,809
+1,740
2297
$10.7M ﹤0.01%
142,931
-36,232
2298
$10.7M ﹤0.01%
367,536
+42,727
2299
$10.7M ﹤0.01%
597,665
-458,608
2300
$10.6M ﹤0.01%
358,491
-1,120,629
90 91
92
93 94