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
2701
$6.18M ﹤0.01%
165,295
-10,269
2702
$6.18M ﹤0.01%
706,260
+132,717
2703
$6.18M ﹤0.01%
308,933
-184,993
2704
$6.17M ﹤0.01%
442,619
+53,271
2705
$6.17M ﹤0.01%
66,429
-4,672
2706
$6.16M ﹤0.01%
1,406,839
+58,561
2707
$6.15M ﹤0.01%
47,621
-23,586
2708
$6.14M ﹤0.01%
439,420
+244,029
2709
$6.14M ﹤0.01%
667,828
+211,064
2710
$6.14M ﹤0.01%
125,232
+54,236
2711
$6.13M ﹤0.01%
208,224
+141,118
2712
$6.13M ﹤0.01%
381,131
+70,364
2713
$6.1M ﹤0.01%
211,284
-65,710
2714
$6.09M ﹤0.01%
91,231
+35,366
2715
$6.09M ﹤0.01%
225,588
+128,964
2716
$6.09M ﹤0.01%
218,271
-514,575
2717
$6.07M ﹤0.01%
110,284
-15,758
2718
$6.06M ﹤0.01%
337,893
+105,786
2719
$6.05M ﹤0.01%
291,018
-2,487
2720
$6.05M ﹤0.01%
125,680
-38,709
2721
$6.04M ﹤0.01%
115,447
-61,114
2722
$6.04M ﹤0.01%
141,537
+4,229
2723
$6.04M ﹤0.01%
148,180
+31,953
2724
$6.04M ﹤0.01%
76,873
+47,262
2725
$6.03M ﹤0.01%
381,858
+28,961
107 108
109
110 111