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
351
$177M 0.05%
927,022
+13,450
352
$177M 0.05%
7,195,697
+1,040,763
353
$177M 0.05%
3,214,332
-266,452
354
$176M 0.05%
2,510,785
-310,006
355
$176M 0.05%
4,373,429
+244,039
356
$176M 0.05%
3,498,888
+138,431
357
$176M 0.05%
6,204,945
-5,406,202
358
$175M 0.05%
4,234,952
+637,207
359
$174M 0.05%
2,902,597
+229,508
360
$173M 0.05%
9,590,211
+499,569
361
$173M 0.05%
9,137,179
+2,676,744
362
$172M 0.05%
5,553,143
+651,100
363
$172M 0.05%
7,149,324
+566,628
364
$171M 0.05%
3,322,523
-71,814
365
$171M 0.05%
3,297,428
-4,093,221
366
$169M 0.05%
14,184,017
+4,072,029
367
$169M 0.05%
5,794,195
-1,576,835
368
$169M 0.05%
1,004,614
+268,511
369
$168M 0.05%
4,018,819
-117,579
370
$167M 0.05%
894,824
-971,596
371
$167M 0.05%
3,458,265
-55,141
372
$166M 0.05%
3,027,684
+190,700
373
$165M 0.05%
1,253,148
+87,408
374
$165M 0.05%
5,710,637
-1,111,049
375
$164M 0.05%
2,097,574
+303,984
13 14
15
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