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
2776
$5.78M ﹤0.01%
231,718
+114,029
2777
$5.77M ﹤0.01%
139,621
-19,892
2778
$5.77M ﹤0.01%
139,491
+30,411
2779
$5.77M ﹤0.01%
376,516
+36,632
2780
$5.76M ﹤0.01%
351,253
-59,196
2781
$5.76M ﹤0.01%
135,086
-48,224
2782
$5.76M ﹤0.01%
1,251,619
+728,152
2783
$5.75M ﹤0.01%
701,589
-34,194
2784
$5.75M ﹤0.01%
215,049
+54,573
2785
$5.75M ﹤0.01%
44,249
+2,583
2786
$5.75M ﹤0.01%
129,937
+38,926
2787
$5.75M ﹤0.01%
270,856
+179,336
2788
$5.74M ﹤0.01%
436,031
+114,808
2789
$5.74M ﹤0.01%
49,507
+6,166
2790
$5.73M ﹤0.01%
913,145
-101,051
2791
$5.73M ﹤0.01%
116,616
+9,906
2792
$5.72M ﹤0.01%
148,461
+40,817
2793
$5.72M ﹤0.01%
245,266
+16,726
2794
$5.72M ﹤0.01%
1,195,678
-10,961
2795
$5.7M ﹤0.01%
134,557
-80,102
2796
$5.7M ﹤0.01%
144,167
+1,053
2797
$5.7M ﹤0.01%
338,164
+3,476
2798
$5.7M ﹤0.01%
273,809
+123,910
2799
$5.68M ﹤0.01%
56,704
+15,664
2800
$5.68M ﹤0.01%
306,122
+122,414
110 111
112
113 114