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
2851
$5.39M ﹤0.01%
139,578
+6,252
2852
$5.38M ﹤0.01%
261,069
+33,655
2853
$5.38M ﹤0.01%
140,460
+19,721
2854
$5.38M ﹤0.01%
127,058
+59,125
2855
$5.38M ﹤0.01%
213,552
+38,690
2856
$5.36M ﹤0.01%
125,291
2857
$5.35M ﹤0.01%
71,448
-80,000
2858
$5.35M ﹤0.01%
217,067
+14,100
2859
$5.34M ﹤0.01%
69,199
+14,403
2860
$5.33M ﹤0.01%
188,569
-10,192
2861
$5.32M ﹤0.01%
290,886
+1,080
2862
$5.32M ﹤0.01%
99,561
+61,726
2863
$5.32M ﹤0.01%
23,923
+3,950
2864
$5.32M ﹤0.01%
477,867
+45,562
2865
$5.32M ﹤0.01%
75,969
+444
2866
$5.32M ﹤0.01%
188,887
-599,849
2867
$5.31M ﹤0.01%
299,932
+80,772
2868
$5.31M ﹤0.01%
57,607
-29,587
2869
$5.3M ﹤0.01%
198,249
+88,756
2870
$5.3M ﹤0.01%
210,453
+185,325
2871
$5.3M ﹤0.01%
202,609
-14,465
2872
$5.3M ﹤0.01%
172,702
+42,876
2873
$5.29M ﹤0.01%
126,767
+15,107
2874
$5.28M ﹤0.01%
93,527
+53,156
2875
$5.28M ﹤0.01%
178,926
-41,792