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
3326
$3.37M ﹤0.01%
885,565
+28,734
3327
$3.37M ﹤0.01%
94,276
+1,545
3328
$3.36M ﹤0.01%
457,007
+238,191
3329
$3.35M ﹤0.01%
261,213
-4,029
3330
$3.35M ﹤0.01%
1,288,601
+53,880
3331
$3.34M ﹤0.01%
59,610
-191,599
3332
$3.34M ﹤0.01%
211,800
+183,960
3333
$3.33M ﹤0.01%
311,200
+14,140
3334
$3.33M ﹤0.01%
251,279
+17,337
3335
$3.33M ﹤0.01%
200,622
+21,295
3336
$3.33M ﹤0.01%
52,941
+1,368
3337
$3.33M ﹤0.01%
249,705
+200,036
3338
$3.32M ﹤0.01%
398,774
+103,111
3339
$3.32M ﹤0.01%
355,625
-24,468
3340
$3.31M ﹤0.01%
257,199
+22,459
3341
$3.31M ﹤0.01%
228,172
-65,058
3342
$3.31M ﹤0.01%
529,587
-113,395
3343
$3.3M ﹤0.01%
28,530
+7,168
3344
$3.3M ﹤0.01%
58,678
+26,982
3345
$3.3M ﹤0.01%
66,647
+19,185
3346
$3.3M ﹤0.01%
61,487
-1,345,642
3347
$3.29M ﹤0.01%
1,830,443
+1,628,500
3348
$3.27M ﹤0.01%
193,136
-76,799
3349
$3.27M ﹤0.01%
82,602
+8,423
3350
$3.26M ﹤0.01%
51,662
+1,430
132 133
134
135 136