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
2651
$6.56M ﹤0.01%
422,475
-933
2652
$6.56M ﹤0.01%
394,949
+89,202
2653
$6.55M ﹤0.01%
186,923
+56,184
2654
$6.54M ﹤0.01%
115,387
+39,260
2655
$6.54M ﹤0.01%
494,175
-19,926
2656
$6.54M ﹤0.01%
242,206
+11,083
2657
$6.54M ﹤0.01%
64,274
-91,493
2658
$6.54M ﹤0.01%
92,781
+1,529
2659
$6.53M ﹤0.01%
138,491
-6,524
2660
$6.53M ﹤0.01%
212,644
+33,570
2661
$6.51M ﹤0.01%
563,475
+240
2662
$6.5M ﹤0.01%
251,274
+2,374
2663
$6.49M ﹤0.01%
220,000
+6,876
2664
$6.48M ﹤0.01%
1,701,631
+110,086
2665
$6.48M ﹤0.01%
218,268
-568,307
2666
$6.47M ﹤0.01%
681,716
+187,372
2667
$6.47M ﹤0.01%
117,854
+207
2668
$6.46M ﹤0.01%
446,097
+118,064
2669
$6.46M ﹤0.01%
277,670
-88,833
2670
$6.45M ﹤0.01%
245,459
+69,311
2671
$6.43M ﹤0.01%
93,260
+20,406
2672
$6.43M ﹤0.01%
483,377
-2,103
2673
$6.41M ﹤0.01%
113,106
+16,498
2674
$6.41M ﹤0.01%
311,529
+86,559
2675
$6.4M ﹤0.01%
176,963
+88,178