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
3351
$3.26M ﹤0.01%
127,209
+68,846
3352
$3.26M ﹤0.01%
133,075
+26,392
3353
$3.25M ﹤0.01%
122,297
-207,926
3354
$3.25M ﹤0.01%
1,756,801
+1,412,603
3355
$3.25M ﹤0.01%
215,464
+6,816
3356
$3.25M ﹤0.01%
220,270
+58,429
3357
$3.25M ﹤0.01%
162,334
+129,896
3358
$3.24M ﹤0.01%
144,009
+92,247
3359
$3.24M ﹤0.01%
27,826
+4,949
3360
$3.24M ﹤0.01%
238,888
-16,168
3361
$3.23M ﹤0.01%
90,685
+24,788
3362
$3.23M ﹤0.01%
112,804
+13,392
3363
$3.22M ﹤0.01%
88,531
+828
3364
$3.22M ﹤0.01%
55,846
-84,054
3365
$3.21M ﹤0.01%
81,333
+3,168
3366
$3.2M ﹤0.01%
42,273
+11,346
3367
$3.2M ﹤0.01%
84,771
+46,011
3368
$3.2M ﹤0.01%
42,834
+14,258
3369
$3.2M ﹤0.01%
435,108
+9,025
3370
$3.19M ﹤0.01%
49,874
+1,670
3371
$3.19M ﹤0.01%
184,815
-212,862
3372
$3.19M ﹤0.01%
43,163
+798
3373
$3.19M ﹤0.01%
94,253
-29,622
3374
$3.19M ﹤0.01%
52,778
-8,417
3375
$3.19M ﹤0.01%
661,086
+185,223
133 134
135
136 137