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
2601
$6.96M ﹤0.01%
77,316
+44,364
2602
$6.9M ﹤0.01%
102,887
+43,412
2603
$6.88M ﹤0.01%
194,306
+150,406
2604
$6.87M ﹤0.01%
392,996
+65,666
2605
$6.87M ﹤0.01%
102,912
+26,737
2606
$6.86M ﹤0.01%
240,414
+79,152
2607
$6.85M ﹤0.01%
77,271
+629
2608
$6.85M ﹤0.01%
610,128
+219,013
2609
$6.85M ﹤0.01%
203,644
-32,950
2610
$6.84M ﹤0.01%
60,167
+2,755
2611
$6.84M ﹤0.01%
315,977
+38,439
2612
$6.83M ﹤0.01%
407,970
-43,093
2613
$6.82M ﹤0.01%
489,885
+29,721
2614
$6.82M ﹤0.01%
33,558
+10,582
2615
$6.82M ﹤0.01%
3,726,708
-831,598
2616
$6.81M ﹤0.01%
100,297
+10,355
2617
$6.81M ﹤0.01%
201,513
-16,507
2618
$6.81M ﹤0.01%
1,001,162
+802,385
2619
$6.8M ﹤0.01%
708,135
+82,428
2620
$6.79M ﹤0.01%
+393,743
2621
$6.78M ﹤0.01%
480,641
-76,824
2622
$6.78M ﹤0.01%
351,011
+108,496
2623
$6.78M ﹤0.01%
208,515
+68,897
2624
$6.77M ﹤0.01%
344,536
+311,533
2625
$6.75M ﹤0.01%
76,363
+10,715
103 104
105
106 107