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
3251
$3.68M ﹤0.01%
38,250
+21,373
3252
$3.67M ﹤0.01%
115,981
+5,099
3253
$3.66M ﹤0.01%
192,110
+30,038
3254
$3.66M ﹤0.01%
111,418
+17,687
3255
$3.66M ﹤0.01%
78,417
+29,000
3256
$3.64M ﹤0.01%
164,517
+7,510
3257
$3.64M ﹤0.01%
91,893
+9,311
3258
$3.63M ﹤0.01%
116,087
+896
3259
$3.63M ﹤0.01%
60,564
-10,645
3260
$3.63M ﹤0.01%
34,062
-113
3261
$3.61M ﹤0.01%
408,862
-48,741
3262
$3.61M ﹤0.01%
24,381
-21,479
3263
$3.6M ﹤0.01%
756,624
+703,896
3264
$3.6M ﹤0.01%
36,833
+9,987
3265
$3.59M ﹤0.01%
182,676
-58,488
3266
$3.59M ﹤0.01%
68,107
+22,178
3267
$3.59M ﹤0.01%
57,563
+7,190
3268
$3.58M ﹤0.01%
571,552
+8,259
3269
$3.58M ﹤0.01%
620,644
+13,876
3270
$3.57M ﹤0.01%
402,618
+147,774
3271
$3.56M ﹤0.01%
295,277
-29,486
3272
$3.56M ﹤0.01%
195,869
+122,519
3273
$3.56M ﹤0.01%
107,914
-2,061
3274
$3.56M ﹤0.01%
157,307
-108,624
3275
$3.54M ﹤0.01%
80,906
-27,056
129 130
131
132 133