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
$273B
AUM Growth
+$13.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,080
New
Increased
Reduced
Closed

Top Buys

1
+$806M
2
+$770M
3
+$488M
4
DIS icon
Walt Disney
DIS
+$440M
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$405M

Top Sells

1
+$1.71B
2
+$709M
3
+$415M
4
COR icon
Cencora
COR
+$335M
5
TSM icon
TSMC
TSM
+$330M

Sector Composition

1 Healthcare 9.23%
2 Financials 8.98%
3 Technology 8.76%
4 Consumer Discretionary 7.13%
5 Communication Services 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$865M 0.32%
13,221,978
-893,284
52
$855M 0.31%
12,508,647
+5,811,519
53
$852M 0.31%
2,381,580
-238,250
54
$851M 0.31%
23,448,529
-1,528,189
55
$828M 0.3%
11,021,106
+478,566
56
$803M 0.29%
8,430,164
+15,515
57
$791M 0.29%
15,091,907
-3,680,457
58
$790M 0.29%
8,877,362
+176,295
59
$788M 0.29%
9,732,590
-534,127
60
$786M 0.29%
5,933,038
+3,057,883
61
$782M 0.29%
19,067,840
+596,542
62
$778M 0.28%
6,532,693
+272,348
63
$777M 0.28%
10,457,251
-1,475,536
64
$770M 0.28%
7,335,613
+1,621,260
65
$770M 0.28%
8,168,230
+581,813
66
$761M 0.28%
5,367,266
+1,608,312
67
$756M 0.28%
34,807,305
-1,493,173
68
$749M 0.27%
5,453,401
-1,763,899
69
$734M 0.27%
30,884,996
-7,827,681
70
$731M 0.27%
9,514,461
-2,267,324
71
$729M 0.27%
13,451,743
+1,774,618
72
$728M 0.27%
15,145,360
+1,004,900
73
$720M 0.26%
8,818,311
+1,238,840
74
$715M 0.26%
25,717,925
+4,718,960
75
$715M 0.26%
9,031,844
+2,318,035
1 2
3
4 5