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
2326
$10.4M ﹤0.01%
3,112,524
-1,441,453
2327
$10.4M ﹤0.01%
126,077
-41,554
2328
$10.3M ﹤0.01%
534,684
+59,377
2329
$10.3M ﹤0.01%
2,008,978
-264,028
2330
$10.3M ﹤0.01%
858,710
-481,900
2331
$10.3M ﹤0.01%
1,042,269
-7,491
2332
$10.3M ﹤0.01%
230,729
-82,266
2333
$10.3M ﹤0.01%
436,642
+327,779
2334
$10.3M ﹤0.01%
74,374
-15,397
2335
$10.3M ﹤0.01%
143,285
-230,963
2336
$10.3M ﹤0.01%
582,111
-6,854
2337
$10.3M ﹤0.01%
362,086
-27,631
2338
$10.3M ﹤0.01%
369,733
+195,447
2339
$10.3M ﹤0.01%
3,651,533
-10,750,756
2340
$10.2M ﹤0.01%
476,489
-452,375
2341
$10.2M ﹤0.01%
517,670
+72,388
2342
$10.2M ﹤0.01%
799,757
+440,481
2343
$10.2M ﹤0.01%
186,008
+51,995
2344
$10.2M ﹤0.01%
289,868
-147,514
2345
$10.2M ﹤0.01%
221,090
+46,624
2346
$10.2M ﹤0.01%
566,542
-55,567
2347
$10.1M ﹤0.01%
285,847
+146,751
2348
$10.1M ﹤0.01%
543,512
-10,766
2349
$10.1M ﹤0.01%
157,035
-8,742
2350
$10.1M ﹤0.01%
+242,279