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
751
$66.6M 0.02%
1,413,525
+161,113
752
$66.4M 0.02%
2,586,965
+1,335,958
753
$66.4M 0.02%
+1,812,172
754
$66.2M 0.02%
1,267,273
-236,801
755
$66.1M 0.02%
608,320
+44,385
756
$66.1M 0.02%
747,140
+89,408
757
$65.9M 0.02%
2,255,212
+916,294
758
$65.5M 0.02%
3,654,792
+624,400
759
$65.4M 0.02%
3,844,293
+220,359
760
$65.4M 0.02%
1,445,913
-72,461
761
$65.4M 0.02%
617,086
+22,131
762
$65.1M 0.02%
502,023
-475,615
763
$65M 0.02%
2,520,117
-1,093,760
764
$65M 0.02%
424,482
+123,169
765
$64.9M 0.02%
5,441,029
-8,522
766
$64.9M 0.02%
3,075,013
+1,351,899
767
$64.8M 0.02%
8,399,406
-1,276
768
$64.7M 0.02%
1,025,575
+566,001
769
$64.5M 0.02%
473,063
-373,705
770
$64.4M 0.02%
479,497
-9,281
771
$64.3M 0.02%
2,604,265
+447,404
772
$64.1M 0.02%
1,919,715
+204,602
773
$63.9M 0.02%
3,004,782
-62,504
774
$63.7M 0.02%
2,053,993
+95,827
775
$63.6M 0.02%
527,554
-142,498
29 30
31
32 33