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
2926
$4.96M ﹤0.01%
199,776
+106,685
2927
$4.96M ﹤0.01%
262,242
+7,487
2928
$4.95M ﹤0.01%
346,882
+77,778
2929
$4.95M ﹤0.01%
171,191
+167,786
2930
$4.93M ﹤0.01%
173,495
+100,706
2931
$4.93M ﹤0.01%
96,756
+24,775
2932
$4.93M ﹤0.01%
33,426
+19,302
2933
$4.93M ﹤0.01%
78,911
+17,368
2934
$4.93M ﹤0.01%
485,483
+264,204
2935
$4.92M ﹤0.01%
232,330
+3,591
2936
$4.91M ﹤0.01%
141,895
-58,571
2937
$4.91M ﹤0.01%
352,861
-9,166
2938
$4.9M ﹤0.01%
473,722
+3,794
2939
$4.9M ﹤0.01%
86,627
-21,865
2940
$4.9M ﹤0.01%
225,286
-42,347
2941
$4.9M ﹤0.01%
186,285
-112,313
2942
$4.9M ﹤0.01%
218,134
+139,173
2943
$4.89M ﹤0.01%
79,865
+32,188
2944
$4.89M ﹤0.01%
70,126
-19,578
2945
$4.89M ﹤0.01%
290,272
+9,047
2946
$4.89M ﹤0.01%
43,681
-2,145
2947
$4.89M ﹤0.01%
277,660
-736,349
2948
$4.88M ﹤0.01%
235,437
+26,440
2949
$4.88M ﹤0.01%
80,151
-34,861
2950
$4.87M ﹤0.01%
250,894
-234,960
116 117
118
119 120