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
2351
$10.1M ﹤0.01%
686,056
-752,951
2352
$10.1M ﹤0.01%
176,268
-179,224
2353
$10.1M ﹤0.01%
392,650
-26,350
2354
$10.1M ﹤0.01%
798,223
+30,841
2355
$10M ﹤0.01%
239,587
-352,024
2356
$10M ﹤0.01%
522,761
+168,072
2357
$10M ﹤0.01%
234,299
-116,754
2358
$10M ﹤0.01%
176,502
-27,342
2359
$10M ﹤0.01%
393,584
+177,598
2360
$9.98M ﹤0.01%
584,400
+67,134
2361
$9.97M ﹤0.01%
191,323
-47,984
2362
$9.97M ﹤0.01%
189,856
-202,379
2363
$9.96M ﹤0.01%
385,063
+48,710
2364
$9.94M ﹤0.01%
1,159,671
+249,947
2365
$9.94M ﹤0.01%
1,052,711
+12,364
2366
$9.93M ﹤0.01%
209,394
-70,805
2367
$9.93M ﹤0.01%
274,198
-123,141
2368
$9.92M ﹤0.01%
180,165
-51,075
2369
$9.91M ﹤0.01%
99,803
-168,885
2370
$9.9M ﹤0.01%
417,950
-249,582
2371
$9.9M ﹤0.01%
365,332
+237,731
2372
$9.87M ﹤0.01%
2,052,446
+850,555
2373
$9.87M ﹤0.01%
897,624
-36,558
2374
$9.87M ﹤0.01%
200,848
-27,389
2375
$9.87M ﹤0.01%
497,171
-381,627