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
3601
$2.5M ﹤0.01%
511,041
+247,658
3602
$2.5M ﹤0.01%
55,968
+10,246
3603
$2.49M ﹤0.01%
95,751
+31,971
3604
$2.49M ﹤0.01%
133,329
+42,144
3605
$2.49M ﹤0.01%
105,088
-15,445
3606
$2.49M ﹤0.01%
250,019
-6,264
3607
$2.48M ﹤0.01%
103,023
+30,268
3608
$2.48M ﹤0.01%
57,539
+16,122
3609
$2.48M ﹤0.01%
133,590
+33,817
3610
$2.48M ﹤0.01%
164,326
+5,364
3611
$2.48M ﹤0.01%
80,826
+34,057
3612
$2.46M ﹤0.01%
5,002
-9,651
3613
$2.46M ﹤0.01%
31,439
+5,393
3614
$2.46M ﹤0.01%
79,964
-339,947
3615
$2.46M ﹤0.01%
70,377
-9,137
3616
$2.45M ﹤0.01%
168,841
+17,889
3617
$2.45M ﹤0.01%
123,283
+15,437
3618
$2.45M ﹤0.01%
64,844
+39,202
3619
$2.45M ﹤0.01%
230,671
+5,589
3620
$2.45M ﹤0.01%
44,608
-189,058
3621
$2.45M ﹤0.01%
39,528
+7,666
3622
$2.44M ﹤0.01%
50,203
+3,240
3623
$2.44M ﹤0.01%
134,853
+16,185
3624
$2.44M ﹤0.01%
87,697
+162
3625
$2.44M ﹤0.01%
85,742
-19,054
143 144
145
146 147