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
2951
$4.87M ﹤0.01%
98,057
-9,625
2952
$4.87M ﹤0.01%
190,249
+6,968
2953
$4.87M ﹤0.01%
62,437
+7,806
2954
$4.87M ﹤0.01%
170,123
+66,755
2955
$4.87M ﹤0.01%
278,138
-128,022
2956
$4.86M ﹤0.01%
100,012
-38,668
2957
$4.86M ﹤0.01%
185,303
+3,779
2958
$4.86M ﹤0.01%
75,200
+4,100
2959
$4.86M ﹤0.01%
125,550
+93,722
2960
$4.85M ﹤0.01%
1,369,678
-593,882
2961
$4.85M ﹤0.01%
95,662
-14,577
2962
$4.85M ﹤0.01%
46,800
2963
$4.83M ﹤0.01%
84,373
-22,336
2964
$4.82M ﹤0.01%
181,243
+54,772
2965
$4.81M ﹤0.01%
73,161
-1,368
2966
$4.79M ﹤0.01%
26,501
-118,919
2967
$4.79M ﹤0.01%
116,339
+36,072
2968
$4.78M ﹤0.01%
211,692
+52,492
2969
$4.78M ﹤0.01%
121,877
-148,684
2970
$4.77M ﹤0.01%
130,841
+22,707
2971
$4.76M ﹤0.01%
2,143,244
+2,042,323
2972
$4.76M ﹤0.01%
591,530
+6,044
2973
$4.76M ﹤0.01%
104,050
+999
2974
$4.75M ﹤0.01%
222,903
+43,766
2975
$4.73M ﹤0.01%
159,145
-6,348
117 118
119
120 121