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
3651
$2.38M ﹤0.01%
87,964
+2,688
3652
$2.38M ﹤0.01%
46,695
+14,622
3653
$2.38M ﹤0.01%
57,423
+11,852
3654
$2.38M ﹤0.01%
157,979
+3,722
3655
$2.38M ﹤0.01%
169,496
-149,516
3656
$2.37M ﹤0.01%
730,279
-15,353
3657
$2.37M ﹤0.01%
21,059
+5,481
3658
$2.37M ﹤0.01%
907,410
+355,718
3659
$2.36M ﹤0.01%
171,041
-6,165
3660
$2.36M ﹤0.01%
98,554
-1,923
3661
$2.36M ﹤0.01%
98,340
-94,771
3662
$2.36M ﹤0.01%
55,115
+16,996
3663
$2.35M ﹤0.01%
66,512
+12,847
3664
$2.34M ﹤0.01%
96,079
+6,856
3665
$2.33M ﹤0.01%
138,881
+22,776
3666
$2.33M ﹤0.01%
138,332
+92,300
3667
$2.33M ﹤0.01%
86,987
-11,324
3668
$2.33M ﹤0.01%
48,493
+32,425
3669
$2.33M ﹤0.01%
37,236
-1,354
3670
$2.33M ﹤0.01%
73,055
-200,522
3671
$2.32M ﹤0.01%
93,748
-299
3672
$2.32M ﹤0.01%
516,501
+216,525
3673
$2.31M ﹤0.01%
39,634
+6,335
3674
$2.31M ﹤0.01%
82,185
-135,118
3675
$2.31M ﹤0.01%
172,960
-17,101
145 146
147
148 149