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
3626
$2.44M ﹤0.01%
30,765
-8,540
3627
$2.44M ﹤0.01%
67,332
+26,502
3628
$2.44M ﹤0.01%
114,239
-36,686
3629
$2.44M ﹤0.01%
62,349
-55,716
3630
$2.44M ﹤0.01%
2,369,353
-273,685
3631
$2.44M ﹤0.01%
87,577
+24,915
3632
$2.43M ﹤0.01%
201,886
+152,576
3633
$2.43M ﹤0.01%
99,063
+9,490
3634
$2.43M ﹤0.01%
78,495
+13,656
3635
$2.43M ﹤0.01%
26,422
+8,852
3636
$2.42M ﹤0.01%
185,966
+28,075
3637
$2.42M ﹤0.01%
348,624
+10,121
3638
$2.42M ﹤0.01%
85,646
-10,834
3639
$2.41M ﹤0.01%
186,788
-3,112
3640
$2.41M ﹤0.01%
148,235
-61,220
3641
$2.4M ﹤0.01%
55,077
-15,964
3642
$2.4M ﹤0.01%
421,312
+11,904
3643
$2.4M ﹤0.01%
97,761
+30,260
3644
$2.4M ﹤0.01%
216,920
+25,302
3645
$2.39M ﹤0.01%
84,322
+60,722
3646
$2.39M ﹤0.01%
9,451
-7,213
3647
$2.39M ﹤0.01%
124,994
-125,001
3648
$2.39M ﹤0.01%
37,397
+7,398
3649
$2.39M ﹤0.01%
67,422
-47,987
3650
$2.38M ﹤0.01%
133,130
+4,241
144 145
146
147 148