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
4626
$661K ﹤0.01%
35,543
+28,081
4627
$661K ﹤0.01%
15,354
+13,932
4628
$659K ﹤0.01%
12,486
-615
4629
$656K ﹤0.01%
3
-16
4630
$653K ﹤0.01%
70,658
-739
4631
$653K ﹤0.01%
+23,617
4632
$652K ﹤0.01%
30,786
+3,746
4633
$652K ﹤0.01%
29,088
+287
4634
$651K ﹤0.01%
59,300
+16,918
4635
$649K ﹤0.01%
26,630
+17,322
4636
$648K ﹤0.01%
6,600
+3
4637
$647K ﹤0.01%
28,837
+4,576
4638
$646K ﹤0.01%
16,256
+3,739
4639
$646K ﹤0.01%
15,100
+4,343
4640
$644K ﹤0.01%
64,480
-2,911
4641
$644K ﹤0.01%
51,860
+3,298
4642
$640K ﹤0.01%
19,480
+5,102
4643
$640K ﹤0.01%
31,117
+18,470
4644
$639K ﹤0.01%
25,532
-3,572
4645
$635K ﹤0.01%
16,819
+10,534
4646
$635K ﹤0.01%
220,534
+66,540
4647
$634K ﹤0.01%
56,264
-94,240
4648
$633K ﹤0.01%
57,534
-26,607
4649
$632K ﹤0.01%
36,515
+1,595
4650
$632K ﹤0.01%
4,846
-4,265
184 185
186
187 188