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
551
$101M 0.03%
1,842,423
-87,106
552
$101M 0.03%
4,704,003
+158,809
553
$101M 0.03%
974,386
+306,253
554
$100M 0.03%
2,094,343
-415,141
555
$100M 0.03%
1,554,947
+477,388
556
$99.9M 0.03%
1,582,611
-35,391
557
$99.2M 0.03%
2,831,534
-1,534,927
558
$98.9M 0.03%
1,874,875
-91,070
559
$98.9M 0.03%
1,651,834
+9,953
560
$98.7M 0.03%
1,316,149
-544,713
561
$98.6M 0.03%
2,965,800
+419,274
562
$98.4M 0.03%
3,034,102
-337,165
563
$98.2M 0.03%
555,525
+163,733
564
$98.1M 0.03%
2,078,217
-1,115,532
565
$98.1M 0.03%
526,427
-9,388
566
$97.7M 0.03%
1,171,098
+502,271
567
$97.4M 0.03%
528,131
-253,794
568
$97.4M 0.03%
3,498,198
+800,249
569
$97.3M 0.03%
675,481
-85,585
570
$97.3M 0.03%
1,991,045
-1,602,614
571
$97.2M 0.03%
899,582
-55,066
572
$96.9M 0.03%
1,993,707
+62,265
573
$96.8M 0.03%
6,898,626
+115,684
574
$96.5M 0.03%
2,569,513
+184,035
575
$96.5M 0.03%
1,336,428
-129,407
21 22
23
24 25