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
1051
$39.5M 0.01%
2,143,152
+560,034
1052
$39.4M 0.01%
2,221,811
+455,865
1053
$39.4M 0.01%
423,668
-35,600
1054
$39.4M 0.01%
1,391,394
+1,277,279
1055
$39.4M 0.01%
782,875
-9,365
1056
$39.3M 0.01%
71,019
+799
1057
$39.3M 0.01%
2,059,668
+578,831
1058
$39.1M 0.01%
328,330
+40,910
1059
$39.1M 0.01%
1,514,727
-8,818
1060
$39.1M 0.01%
4,040,969
+1,392,285
1061
$39M 0.01%
489,324
+101,941
1062
$39M 0.01%
590,987
+38,608
1063
$38.9M 0.01%
550,620
-262,450
1064
$38.9M 0.01%
693,918
+206,565
1065
$38.8M 0.01%
771,389
+397,564
1066
$38.8M 0.01%
889,118
+673,130
1067
$38.8M 0.01%
3,658,394
-227,060
1068
$38.8M 0.01%
+932,999
1069
$38.8M 0.01%
461,005
-64,624
1070
$38.7M 0.01%
1,078,161
+621,430
1071
$38.6M 0.01%
495,472
-309,187
1072
$38.6M 0.01%
4,372,964
+133,414
1073
$38.6M 0.01%
814,022
+219,090
1074
$38.5M 0.01%
520,122
-324,433
1075
$38.5M 0.01%
582,588
+25,473
41 42
43
44 45