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
876
$52.6M 0.02%
474,615
-330,055
877
$52.3M 0.02%
1,347,763
+166,612
878
$52.2M 0.02%
1,498,942
+234,946
879
$52.2M 0.02%
2,882,055
-312,432
880
$52M 0.02%
632,953
+158,255
881
$51.8M 0.02%
361,651
-33,775
882
$51.8M 0.02%
493,311
-204,142
883
$51.5M 0.02%
436,908
+67,233
884
$51.3M 0.02%
1,020,373
-2,218
885
$51.2M 0.02%
114,799
-29,827
886
$51.2M 0.02%
1,776,159
+30,459
887
$51.2M 0.02%
1,301,922
+778,021
888
$51.1M 0.02%
4,006,036
-1,077,820
889
$51M 0.02%
270,844
+31,487
890
$50.9M 0.02%
443,964
-689,178
891
$50.8M 0.02%
1,324,195
+3,164
892
$50.8M 0.02%
980,350
+19,376
893
$50.8M 0.02%
631,626
-44,788
894
$50.8M 0.02%
479,243
+25,911
895
$50.7M 0.02%
1,047,704
-685,922
896
$50.7M 0.02%
451,309
-571,784
897
$50.7M 0.02%
855,449
-1,520,523
898
$50.6M 0.02%
3,645,672
+1,247,698
899
$50.3M 0.02%
3,302,521
-5,291,214
900
$50.3M 0.02%
1,031,245
+54,393
34 35
36
37 38