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
$334B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,926
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$656M
3
+$614M
4
DIS icon
Walt Disney
DIS
+$506M
5
UNP icon
Union Pacific
UNP
+$481M

Top Sells

1
+$1.46B
2
+$645M
3
+$608M
4
MA icon
Mastercard
MA
+$597M
5
V icon
Visa
V
+$521M

Sector Composition

1 Technology 10.49%
2 Financials 9.93%
3 Healthcare 8.25%
4 Consumer Discretionary 7.16%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$7.99M ﹤0.01%
118,738
+33,621
2477
$7.97M ﹤0.01%
103,078
+27,363
2478
$7.96M ﹤0.01%
333,132
-2,338
2479
$7.95M ﹤0.01%
161,350
+50,759
2480
$7.93M ﹤0.01%
163,086
+763
2481
$7.93M ﹤0.01%
126,856
+38,226
2482
$7.92M ﹤0.01%
211,669
+48,290
2483
$7.91M ﹤0.01%
615,645
-22,669
2484
$7.91M ﹤0.01%
171,276
+17,774
2485
$7.9M ﹤0.01%
247,904
+111,785
2486
$7.9M ﹤0.01%
283,096
+237,084
2487
$7.9M ﹤0.01%
265,395
+4,989
2488
$7.9M ﹤0.01%
315,869
+157,695
2489
$7.88M ﹤0.01%
1,121,508
+603,391
2490
$7.88M ﹤0.01%
408,186
+147,680
2491
$7.88M ﹤0.01%
765,598
-18,785
2492
$7.86M ﹤0.01%
760,143
+303,277
2493
$7.86M ﹤0.01%
218,445
+37,192
2494
$7.86M ﹤0.01%
187,421
+12,354
2495
$7.86M ﹤0.01%
109,723
+70,169
2496
$7.84M ﹤0.01%
502,709
+2,264
2497
$7.83M ﹤0.01%
415,815
+40,909
2498
$7.83M ﹤0.01%
417,962
+286,425
2499
$7.82M ﹤0.01%
676,075
+7,036
2500
$7.8M ﹤0.01%
554
+532
98 99
100
101 102