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
2451
$9.2M ﹤0.01%
109,545
+19,145
2452
$9.19M ﹤0.01%
765,189
+9,216
2453
$9.18M ﹤0.01%
117,718
+36,181
2454
$9.18M ﹤0.01%
909,673
+745,547
2455
$9.17M ﹤0.01%
199,410
-157,540
2456
$9.17M ﹤0.01%
205,056
-35,232
2457
$9.14M ﹤0.01%
80,957
-55,737
2458
$9.11M ﹤0.01%
418,478
-219,758
2459
$9.1M ﹤0.01%
698,583
+175,138
2460
$9.1M ﹤0.01%
284,137
-286,674
2461
$9.09M ﹤0.01%
45,685
-28,750
2462
$9.07M ﹤0.01%
1,218,120
-108,137
2463
$9.07M ﹤0.01%
208,911
-165,751
2464
$9.07M ﹤0.01%
157,601
+71,416
2465
$9.06M ﹤0.01%
675,139
-506,439
2466
$9.06M ﹤0.01%
184,934
-67,715
2467
$9.05M ﹤0.01%
364,611
+170,892
2468
$9.03M ﹤0.01%
485,365
-74,690
2469
$9.02M ﹤0.01%
61,688
+1,934
2470
$9.01M ﹤0.01%
133,775
+2,259
2471
$8.99M ﹤0.01%
121,079
-6,692
2472
$8.97M ﹤0.01%
295,764
+21,895
2473
$8.96M ﹤0.01%
300,376
+91,702
2474
$8.95M ﹤0.01%
389,943
-17,226
2475
$8.95M ﹤0.01%
142,541
-44,616