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
3501
$2.79M ﹤0.01%
130,580
+38,062
3502
$2.79M ﹤0.01%
25,832
-13,665
3503
$2.79M ﹤0.01%
135,630
-86,042
3504
$2.79M ﹤0.01%
71,570
-118,622
3505
$2.79M ﹤0.01%
165,260
+141,891
3506
$2.79M ﹤0.01%
94,936
-15,227
3507
$2.79M ﹤0.01%
180,275
-40,955
3508
$2.78M ﹤0.01%
170,757
+60,875
3509
$2.78M ﹤0.01%
126,690
+10,433
3510
$2.77M ﹤0.01%
54,342
+43,885
3511
$2.76M ﹤0.01%
202,324
+79,068
3512
$2.76M ﹤0.01%
77,443
-10,668
3513
$2.76M ﹤0.01%
199,844
+72,011
3514
$2.75M ﹤0.01%
55,810
+2,486
3515
$2.75M ﹤0.01%
158,343
+12,937
3516
$2.75M ﹤0.01%
50,267
-27,931
3517
$2.74M ﹤0.01%
55,550
+9,855
3518
$2.74M ﹤0.01%
57,196
+10,129
3519
$2.74M ﹤0.01%
512,524
+286,488
3520
$2.74M ﹤0.01%
408,996
+11,770
3521
$2.72M ﹤0.01%
107,388
-25,045
3522
$2.72M ﹤0.01%
70,955
+24,857
3523
$2.72M ﹤0.01%
466
+456
3524
$2.71M ﹤0.01%
29,700
-135,932
3525
$2.71M ﹤0.01%
89,010
-154,383
139 140
141
142 143