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
251
$277M 0.08%
7,987,977
-38,015
252
$274M 0.08%
4,651,148
-444,177
253
$274M 0.08%
3,863,996
+669,098
254
$271M 0.08%
1,093,577
+206,395
255
$270M 0.08%
3,066,499
+251,353
256
$263M 0.08%
1,764,648
+382,735
257
$263M 0.08%
3,623,981
-1,127,058
258
$263M 0.08%
5,960,555
-329,831
259
$262M 0.08%
28,882,382
-3,284,541
260
$262M 0.08%
1,011,370
-447,177
261
$257M 0.08%
9,703,824
-3,934,734
262
$255M 0.08%
5,003,477
+2,086,980
263
$253M 0.08%
1,912,329
-91,473
264
$251M 0.08%
8,398,782
+427,348
265
$251M 0.08%
6,181,463
-158,529
266
$248M 0.07%
3,344,594
-67,138
267
$248M 0.07%
12,916,056
+1,763,321
268
$248M 0.07%
4,016,226
-597,795
269
$244M 0.07%
9,337,245
-301,613
270
$243M 0.07%
5,033,220
+363,010
271
$240M 0.07%
7,059,841
+1,118,271
272
$240M 0.07%
4,075,912
-4,453,115
273
$239M 0.07%
1,685,376
-458,887
274
$235M 0.07%
1,926,845
+63,994
275
$233M 0.07%
7,756,319
-512,185
9 10
11
12 13