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
2501
$7.8M ﹤0.01%
162,334
+57,222
2502
$7.79M ﹤0.01%
227,276
+223,738
2503
$7.79M ﹤0.01%
302,658
+297,788
2504
$7.79M ﹤0.01%
106,570
+16,759
2505
$7.78M ﹤0.01%
995,049
-502,225
2506
$7.77M ﹤0.01%
167,711
+17,130
2507
$7.75M ﹤0.01%
331,984
+180,856
2508
$7.75M ﹤0.01%
224,587
-96,646
2509
$7.75M ﹤0.01%
143,126
+80,543
2510
$7.73M ﹤0.01%
218,699
+21,476
2511
$7.71M ﹤0.01%
172,642
+97,287
2512
$7.71M ﹤0.01%
524,640
-77,195
2513
$7.71M ﹤0.01%
886,222
+38,176
2514
$7.71M ﹤0.01%
305,507
+3,722
2515
$7.7M ﹤0.01%
1,025,232
+110,603
2516
$7.69M ﹤0.01%
425,117
-43,650
2517
$7.68M ﹤0.01%
373,991
+9,787
2518
$7.68M ﹤0.01%
159,910
-68,482
2519
$7.67M ﹤0.01%
132,300
-13,266
2520
$7.67M ﹤0.01%
301,468
+30,420
2521
$7.64M ﹤0.01%
152,942
+5,637
2522
$7.63M ﹤0.01%
227,387
-1,756
2523
$7.63M ﹤0.01%
94,489
-100,802
2524
$7.62M ﹤0.01%
191,678
+61,429
2525
$7.61M ﹤0.01%
363,243
-33,165
99 100
101
102 103