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
3201
$3.87M ﹤0.01%
122,123
+35,387
3202
$3.86M ﹤0.01%
100,999
-135,958
3203
$3.86M ﹤0.01%
+16,143
3204
$3.86M ﹤0.01%
2,294
+317
3205
$3.85M ﹤0.01%
397,416
-51,499
3206
$3.85M ﹤0.01%
172,470
+49,713
3207
$3.84M ﹤0.01%
179,456
+20,374
3208
$3.83M ﹤0.01%
263,046
-1,907
3209
$3.83M ﹤0.01%
131,857
-838
3210
$3.83M ﹤0.01%
90,997
+26,162
3211
$3.83M ﹤0.01%
469,979
+292,851
3212
$3.82M ﹤0.01%
118,043
-121,805
3213
$3.82M ﹤0.01%
53,089
-7,078
3214
$3.81M ﹤0.01%
44,559
-735
3215
$3.81M ﹤0.01%
33,868
+215
3216
$3.81M ﹤0.01%
83,672
+15,892
3217
$3.8M ﹤0.01%
46,731
+14,342
3218
$3.79M ﹤0.01%
167,547
-786,312
3219
$3.79M ﹤0.01%
119,022
-3,456
3220
$3.78M ﹤0.01%
57,403
-223,243
3221
$3.78M ﹤0.01%
86,389
+10,081
3222
$3.78M ﹤0.01%
150,710
+9,787
3223
$3.78M ﹤0.01%
135,077
+20,770
3224
$3.78M ﹤0.01%
284,864
-147,750
3225
$3.78M ﹤0.01%
166,612
-55,450
127 128
129
130 131