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
2676
$6.39M ﹤0.01%
123,467
+74,505
2677
$6.39M ﹤0.01%
269,202
-151,065
2678
$6.38M ﹤0.01%
70,253
+5,703
2679
$6.38M ﹤0.01%
185,932
-16,242
2680
$6.36M ﹤0.01%
165,640
+19,075
2681
$6.35M ﹤0.01%
278,087
-30,639
2682
$6.32M ﹤0.01%
396,013
+41,116
2683
$6.32M ﹤0.01%
156,342
+86,333
2684
$6.32M ﹤0.01%
244,119
+31,467
2685
$6.32M ﹤0.01%
120,675
-56
2686
$6.31M ﹤0.01%
164,283
+33,379
2687
$6.3M ﹤0.01%
671,914
-26,879
2688
$6.3M ﹤0.01%
218,420
-24,257
2689
$6.29M ﹤0.01%
412,195
+173,089
2690
$6.29M ﹤0.01%
554,609
-44,317
2691
$6.29M ﹤0.01%
102,954
+13,955
2692
$6.29M ﹤0.01%
142,600
+34,178
2693
$6.27M ﹤0.01%
335,311
-368,486
2694
$6.27M ﹤0.01%
499,299
+143,548
2695
$6.26M ﹤0.01%
154,806
+45,862
2696
$6.25M ﹤0.01%
316,133
-1,338
2697
$6.24M ﹤0.01%
264,902
+119,763
2698
$6.24M ﹤0.01%
291,419
-8,155
2699
$6.19M ﹤0.01%
151,895
+11,613
2700
$6.19M ﹤0.01%
289,792
+202,858
106 107
108
109 110