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
3001
$4.61M ﹤0.01%
259,856
-37,976
3002
$4.61M ﹤0.01%
263,049
+47,825
3003
$4.6M ﹤0.01%
102,876
+15,893
3004
$4.6M ﹤0.01%
128,335
+15,224
3005
$4.59M ﹤0.01%
111,202
+4,158
3006
$4.59M ﹤0.01%
123,925
+9,551
3007
$4.58M ﹤0.01%
562,806
-291,087
3008
$4.58M ﹤0.01%
649,848
-353,191
3009
$4.58M ﹤0.01%
141,386
+93,893
3010
$4.58M ﹤0.01%
53,844
-18,598
3011
$4.58M ﹤0.01%
109,693
+29,134
3012
$4.57M ﹤0.01%
137,954
+12,201
3013
$4.57M ﹤0.01%
127,565
+62,868
3014
$4.57M ﹤0.01%
459,539
+10,250
3015
$4.56M ﹤0.01%
432,609
+44,104
3016
$4.55M ﹤0.01%
211,000
-72,450
3017
$4.55M ﹤0.01%
132,490
-124
3018
$4.54M ﹤0.01%
71,985
+22,842
3019
$4.54M ﹤0.01%
85,499
+2,761
3020
$4.53M ﹤0.01%
240,790
+65,149
3021
$4.53M ﹤0.01%
145,517
+113,694
3022
$4.53M ﹤0.01%
130,662
+62,073
3023
$4.53M ﹤0.01%
144,321
+17,994
3024
$4.51M ﹤0.01%
210,014
-88,738
3025
$4.51M ﹤0.01%
392,713
+318,581
119 120
121
122 123