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
1001
$42.6M 0.01%
2,101,569
-159,998
1002
$42.5M 0.01%
552,870
-217,820
1003
$42.5M 0.01%
1,159,522
+164,159
1004
$42.5M 0.01%
227,375
+31,570
1005
$42.5M 0.01%
175,493
+20,588
1006
$42.4M 0.01%
2,272,418
+1,596,999
1007
$42.3M 0.01%
1,031,137
+886,706
1008
$42.3M 0.01%
1,423,010
+847,290
1009
$42.2M 0.01%
4,202,414
-2,610,051
1010
$42.2M 0.01%
450,739
-10,805
1011
$42M 0.01%
281,693
-57,339
1012
$41.8M 0.01%
1,196,657
+90,585
1013
$41.7M 0.01%
4,075,684
-75,983
1014
$41.7M 0.01%
2,342,230
+59,900
1015
$41.7M 0.01%
2,170,356
+781,675
1016
$41.6M 0.01%
1,535,145
+1,065,888
1017
$41.4M 0.01%
894,933
+14,196
1018
$41.4M 0.01%
2,232,291
+1,132,820
1019
$41.4M 0.01%
985,234
-33,376
1020
$41.3M 0.01%
2,153,357
-133,747
1021
$41.3M 0.01%
671,287
-47,798
1022
$41.2M 0.01%
626,334
+233,121
1023
$41.2M 0.01%
1,121,353
-1,860,073
1024
$41M 0.01%
214,908
+117,496
1025
$41M 0.01%
427,751
+37,801
39 40
41
42 43