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
901
$50.2M 0.02%
1,687,871
+4,266
902
$50.1M 0.02%
1,034,286
-383,765
903
$50.1M 0.02%
1,286,658
-2,797
904
$50M 0.02%
1,566,419
+107,702
905
$50M 0.02%
3,487,039
+1,115,315
906
$49.9M 0.01%
1,618,504
+88,252
907
$49.9M 0.01%
746,841
-19,452
908
$49.8M 0.01%
1,017,491
-127,406
909
$49.7M 0.01%
4,963,281
-4,207,702
910
$49.7M 0.01%
1,075,342
-25,389
911
$49.7M 0.01%
1,533,554
+31,484
912
$49.6M 0.01%
1,376,310
+371,633
913
$49.6M 0.01%
1,194,527
+101,422
914
$49.5M 0.01%
384,463
+31,585
915
$49.4M 0.01%
832,424
-623,765
916
$49.2M 0.01%
2,154,279
-183,345
917
$49.1M 0.01%
883,014
+48,814
918
$49.1M 0.01%
7,791,924
+389,228
919
$49.1M 0.01%
1,068,036
+164,325
920
$49M 0.01%
1,476,783
+29,760
921
$48.9M 0.01%
932,283
+429,990
922
$48.8M 0.01%
1,309,531
-344,167
923
$48.8M 0.01%
479,013
+148,119
924
$48.8M 0.01%
789,618
-106,314
925
$48.8M 0.01%
93,525
-33,906
35 36
37
38 39