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
3301
$3.46M ﹤0.01%
103,423
-121,157
3302
$3.46M ﹤0.01%
29,955
-3,803
3303
$3.46M ﹤0.01%
87,654
-46,194
3304
$3.45M ﹤0.01%
145,599
+10,390
3305
$3.44M ﹤0.01%
197,527
+17,274
3306
$3.44M ﹤0.01%
102,484
-7,401
3307
$3.44M ﹤0.01%
436,136
+20,343
3308
$3.44M ﹤0.01%
218,392
+143,499
3309
$3.42M ﹤0.01%
62,273
-38,124
3310
$3.42M ﹤0.01%
145,886
+41,993
3311
$3.4M ﹤0.01%
244,667
+182,831
3312
$3.4M ﹤0.01%
118,006
-21,284
3313
$3.4M ﹤0.01%
170,551
+15,489
3314
$3.4M ﹤0.01%
182,995
-27,693
3315
$3.39M ﹤0.01%
118,460
+41,428
3316
$3.39M ﹤0.01%
201,234
+32,700
3317
$3.39M ﹤0.01%
150,531
-9,510
3318
$3.38M ﹤0.01%
193,724
-142,676
3319
$3.38M ﹤0.01%
71,114
-13,845
3320
$3.38M ﹤0.01%
378,305
-2,113,902
3321
$3.38M ﹤0.01%
263,050
+23,641
3322
$3.38M ﹤0.01%
352,180
+66,589
3323
$3.38M ﹤0.01%
399,532
-119,266
3324
$3.37M ﹤0.01%
66,763
-16,777
3325
$3.37M ﹤0.01%
178,301
+43,769
131 132
133
134 135