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
2826
$5.54M ﹤0.01%
220,173
+558
2827
$5.53M ﹤0.01%
219,053
+13,275
2828
$5.53M ﹤0.01%
103,402
-57,127
2829
$5.53M ﹤0.01%
166,687
+130,145
2830
$5.51M ﹤0.01%
63,774
+8,125
2831
$5.5M ﹤0.01%
75,079
+18,380
2832
$5.5M ﹤0.01%
2,520,851
+1,142,816
2833
$5.49M ﹤0.01%
146,922
+24,868
2834
$5.49M ﹤0.01%
132,520
+37,550
2835
$5.48M ﹤0.01%
8,159
+322
2836
$5.47M ﹤0.01%
473,465
+65,821
2837
$5.46M ﹤0.01%
404,463
+16,805
2838
$5.45M ﹤0.01%
176,614
+2,131
2839
$5.45M ﹤0.01%
348,833
-276,049
2840
$5.44M ﹤0.01%
138,775
-64,432
2841
$5.44M ﹤0.01%
250,623
+10,339
2842
$5.43M ﹤0.01%
213,976
+19,914
2843
$5.43M ﹤0.01%
363,180
-134,350
2844
$5.43M ﹤0.01%
218,129
-35,734
2845
$5.43M ﹤0.01%
110,654
-282,627
2846
$5.42M ﹤0.01%
116,618
+3,397
2847
$5.41M ﹤0.01%
135,589
+56,316
2848
$5.41M ﹤0.01%
659,218
+19,169
2849
$5.4M ﹤0.01%
225,833
-82,513
2850
$5.39M ﹤0.01%
73,616
+3,199
112 113
114
115 116