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
3101
$4.24M ﹤0.01%
254,871
+8,506
3102
$4.24M ﹤0.01%
262,358
+223,143
3103
$4.23M ﹤0.01%
587,128
+48,304
3104
$4.23M ﹤0.01%
117,916
+6,135
3105
$4.23M ﹤0.01%
283,446
-4,630
3106
$4.23M ﹤0.01%
33,775
+8,355
3107
$4.23M ﹤0.01%
35,404
+7,085
3108
$4.22M ﹤0.01%
224,575
+62,770
3109
$4.22M ﹤0.01%
49,670
-38,753
3110
$4.22M ﹤0.01%
148,611
+7,098
3111
$4.22M ﹤0.01%
150,650
+132,830
3112
$4.22M ﹤0.01%
134,499
+54,849
3113
$4.22M ﹤0.01%
205,178
+66,105
3114
$4.2M ﹤0.01%
114,496
-8,688
3115
$4.2M ﹤0.01%
70,834
+4,925
3116
$4.19M ﹤0.01%
483,348
+244,165
3117
$4.19M ﹤0.01%
31,434
-13,628
3118
$4.19M ﹤0.01%
298,592
-2,128,267
3119
$4.19M ﹤0.01%
187,925
+77,787
3120
$4.18M ﹤0.01%
170,990
+23,921
3121
$4.18M ﹤0.01%
105,820
+23,235
3122
$4.18M ﹤0.01%
59,983
+12,003
3123
$4.18M ﹤0.01%
104,083
-12,619
3124
$4.17M ﹤0.01%
474,373
-6,995
3125
$4.17M ﹤0.01%
112,071
+21,858
123 124
125
126 127