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
51
$1.24B 0.37%
37,022,260
+820,489
52
$1.21B 0.36%
20,796,702
+4,759,066
53
$1.21B 0.36%
16,627,965
+1,808,595
54
$1.16B 0.35%
10,718,010
-6,210
55
$1.12B 0.33%
43,242,276
-6,949,932
56
$1.12B 0.33%
8,935,287
-641,119
57
$1.1B 0.33%
17,192,877
+1,761,099
58
$1.08B 0.32%
8,317,916
-73,779
59
$1.07B 0.32%
12,051,203
-1,958,223
60
$1.06B 0.32%
9,338,740
+5,431,763
61
$1.02B 0.3%
6,513,079
-76,807
62
$1.01B 0.3%
7,629,580
-34,534
63
$996M 0.3%
38,224,311
+14,011,590
64
$994M 0.3%
15,674,628
-4,241,748
65
$970M 0.29%
7,979,956
+3,377,318
66
$963M 0.29%
26,912,740
+607,495
67
$959M 0.29%
15,691,633
+338,630
68
$954M 0.29%
9,558,359
-159,927
69
$954M 0.29%
13,675,260
-1,891,826
70
$939M 0.28%
4,069,947
+60,666
71
$921M 0.28%
5,880,294
+189,826
72
$898M 0.27%
14,086,219
-1,317,638
73
$882M 0.26%
24,072,928
+3,874,824
74
$881M 0.26%
19,247,070
+6,427,443
75
$879M 0.26%
7,419,640
-221,614
1 2
3
4 5