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
2526
$7.6M ﹤0.01%
61,008
-57,589
2527
$7.58M ﹤0.01%
185,583
-2,304
2528
$7.56M ﹤0.01%
988,509
-35,961
2529
$7.55M ﹤0.01%
192,250
+13,072
2530
$7.55M ﹤0.01%
120,964
+57,404
2531
$7.55M ﹤0.01%
754,254
+36,162
2532
$7.55M ﹤0.01%
326,465
+72,377
2533
$7.54M ﹤0.01%
571,489
-34,091
2534
$7.53M ﹤0.01%
220,363
-11,152
2535
$7.52M ﹤0.01%
224,850
-296,189
2536
$7.51M ﹤0.01%
237,503
+90,856
2537
$7.5M ﹤0.01%
242,262
-113,338
2538
$7.5M ﹤0.01%
382,986
+151,748
2539
$7.49M ﹤0.01%
90,117
+55,788
2540
$7.48M ﹤0.01%
438,991
-310,229
2541
$7.47M ﹤0.01%
667,064
+170,244
2542
$7.46M ﹤0.01%
55,198
+29,456
2543
$7.45M ﹤0.01%
711,719
+523,322
2544
$7.44M ﹤0.01%
43,450
+6,090
2545
$7.44M ﹤0.01%
319,872
-69,550
2546
$7.43M ﹤0.01%
159,815
-9,312
2547
$7.41M ﹤0.01%
330,010
-17,720
2548
$7.41M ﹤0.01%
88,564
-1,853
2549
$7.39M ﹤0.01%
189,176
+104,402
2550
$7.38M ﹤0.01%
244,687
+9,052
100 101
102
103 104