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
601
$91.8M 0.03%
515,202
-106,127
602
$91.8M 0.03%
3,145,934
+48,809
603
$91.6M 0.03%
1,737,637
+363,702
604
$91.6M 0.03%
2,291,672
+287,270
605
$91.6M 0.03%
2,562,982
-764,263
606
$90.8M 0.03%
4,161,500
+536,156
607
$90.8M 0.03%
1,045,822
-1,900,631
608
$90.5M 0.03%
796,171
+97,494
609
$90.4M 0.03%
4,171,493
+1,512,387
610
$90.4M 0.03%
5,992,250
-1,256,964
611
$90.3M 0.03%
1,928,882
-61,570
612
$90.2M 0.03%
2,728,628
+314,120
613
$90M 0.03%
2,370,771
-823,797
614
$89.8M 0.03%
2,167,335
-270,819
615
$89.6M 0.03%
2,607,775
+829,315
616
$89.5M 0.03%
1,375,291
-126,281
617
$89.3M 0.03%
1,750,949
+758,312
618
$88.9M 0.03%
929,620
-162,366
619
$88.7M 0.03%
2,034,978
+1,814,971
620
$88.7M 0.03%
1,839,311
-584,463
621
$88.5M 0.03%
1,790,159
+342,175
622
$88.5M 0.03%
966,939
-3,643
623
$88.3M 0.03%
1,486,355
+403,889
624
$88.1M 0.03%
2,349,779
-178,256
625
$88.1M 0.03%
1,777,008
-1,444,201
23 24
25
26 27