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
301
$209M 0.06%
3,237,084
+187,990
302
$209M 0.06%
4,230,392
+67,256
303
$208M 0.06%
1,940,235
+384,522
304
$206M 0.06%
3,680,533
-1,976,229
305
$205M 0.06%
457,584
-52,672
306
$205M 0.06%
2,298,074
+410,396
307
$203M 0.06%
4,747,974
+995,643
308
$202M 0.06%
3,127,394
+856,626
309
$202M 0.06%
1,364,715
-134,673
310
$201M 0.06%
3,591,744
+829,540
311
$201M 0.06%
1,709,785
-35,909
312
$200M 0.06%
4,086,045
+64,408
313
$200M 0.06%
2,594,623
+552,826
314
$199M 0.06%
2,315,790
-127,323
315
$199M 0.06%
5,108,820
+176,279
316
$198M 0.06%
2,160,778
-706,546
317
$197M 0.06%
685,509
+73,431
318
$197M 0.06%
717
+3
319
$196M 0.06%
8,497,981
+4,161,187
320
$196M 0.06%
2,541,973
-837,012
321
$196M 0.06%
1,556,970
-7,340
322
$195M 0.06%
1,648,214
+262,338
323
$194M 0.06%
2,727,654
+180,428
324
$194M 0.06%
1,354,064
-881,672
325
$193M 0.06%
3,781,381
+39,251
11 12
13
14 15