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
2976
$4.73M ﹤0.01%
344,738
+17,928
2977
$4.73M ﹤0.01%
350,102
+187,412
2978
$4.72M ﹤0.01%
129,045
+65,714
2979
$4.72M ﹤0.01%
235,070
-71,625
2980
$4.72M ﹤0.01%
100,431
+21,227
2981
$4.71M ﹤0.01%
128,285
+36,734
2982
$4.71M ﹤0.01%
80,689
+13,017
2983
$4.71M ﹤0.01%
137,128
+82,240
2984
$4.7M ﹤0.01%
161,149
+31,723
2985
$4.7M ﹤0.01%
96,280
+51,152
2986
$4.7M ﹤0.01%
85,024
-53,831
2987
$4.69M ﹤0.01%
86,754
+10,805
2988
$4.68M ﹤0.01%
124,610
+19,298
2989
$4.67M ﹤0.01%
127,942
+5,524
2990
$4.66M ﹤0.01%
515,462
-35,416
2991
$4.66M ﹤0.01%
122,964
-317,656
2992
$4.65M ﹤0.01%
60,833
+7,081
2993
$4.64M ﹤0.01%
390,754
-11,638
2994
$4.64M ﹤0.01%
486,168
+2,717
2995
$4.63M ﹤0.01%
147,762
-588
2996
$4.62M ﹤0.01%
103,547
+47,313
2997
$4.62M ﹤0.01%
201,829
+31,949
2998
$4.62M ﹤0.01%
328,504
+155,216
2999
$4.62M ﹤0.01%
75,860
-16,884
3000
$4.62M ﹤0.01%
104,028
+23,468
118 119
120
121 122