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
826
$57.3M 0.02%
1,360,121
+557,465
827
$57.1M 0.02%
1,112,426
-443,568
828
$57.1M 0.02%
538,285
-208,406
829
$57M 0.02%
496,190
+1,198
830
$56.8M 0.02%
2,421,778
+550,412
831
$56.8M 0.02%
2,075,803
+483,396
832
$56.8M 0.02%
3,608,124
-1,646,652
833
$56.8M 0.02%
1,189,469
+556,887
834
$56.7M 0.02%
684,921
-219,585
835
$56.4M 0.02%
1,175,850
-125,939
836
$56.4M 0.02%
1,685,647
+122,294
837
$56.4M 0.02%
4,039,629
+1,115,585
838
$56.3M 0.02%
1,754,736
+856
839
$56.1M 0.02%
4,136,928
-3,135,685
840
$55.9M 0.02%
3,499,932
-1,075,382
841
$55.9M 0.02%
443,963
+46,663
842
$55.7M 0.02%
843,971
+451,515
843
$55.7M 0.02%
1,946,988
+47,008
844
$55.5M 0.02%
1,810,078
+414,324
845
$55.5M 0.02%
1,001,034
+81,771
846
$55.2M 0.02%
751,677
-534,509
847
$55.2M 0.02%
658,030
+41,184
848
$55.1M 0.02%
812,111
-7,972
849
$55.1M 0.02%
634,504
+487,333
850
$55M 0.02%
1,203,884
+98,384
32 33
34
35 36