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
2751
$5.87M ﹤0.01%
90,766
-3,293
2752
$5.87M ﹤0.01%
580,652
+2,565
2753
$5.86M ﹤0.01%
94,998
-2,395
2754
$5.83M ﹤0.01%
355,047
-195,603
2755
$5.83M ﹤0.01%
154,004
-49,827
2756
$5.83M ﹤0.01%
114,180
+22,186
2757
$5.82M ﹤0.01%
371,887
+3,061
2758
$5.82M ﹤0.01%
145,039
-596
2759
$5.82M ﹤0.01%
187,536
-2,553
2760
$5.82M ﹤0.01%
443,131
-173,062
2761
$5.81M ﹤0.01%
363,339
-46,214
2762
$5.81M ﹤0.01%
185,064
+19,911
2763
$5.81M ﹤0.01%
230,404
+134,909
2764
$5.81M ﹤0.01%
387,116
+356,401
2765
$5.81M ﹤0.01%
692,368
+157,966
2766
$5.8M ﹤0.01%
112,369
+86,115
2767
$5.8M ﹤0.01%
289,116
-828
2768
$5.8M ﹤0.01%
465,495
+11,293
2769
$5.8M ﹤0.01%
208,517
-95,841
2770
$5.79M ﹤0.01%
269,501
-743,068
2771
$5.79M ﹤0.01%
57,256
+5,485
2772
$5.79M ﹤0.01%
89,354
+20,747
2773
$5.79M ﹤0.01%
428,879
-113,364
2774
$5.78M ﹤0.01%
1,993,946
+132,961
2775
$5.78M ﹤0.01%
88,421
+32,226
109 110
111
112 113