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
1076
$38.5M 0.01%
1,534,820
+178,325
1077
$38.4M 0.01%
394,185
+1,002
1078
$38.4M 0.01%
950,919
+33,157
1079
$38.1M 0.01%
3,033,407
+86,184
1080
$38M 0.01%
399,832
+244,331
1081
$38M 0.01%
3,260,930
-3,740,170
1082
$38M 0.01%
451,541
-87,344
1083
$37.9M 0.01%
635,218
+184,154
1084
$37.9M 0.01%
384,072
-115,821
1085
$37.8M 0.01%
1,167,073
+174,923
1086
$37.8M 0.01%
4,401,708
+897,184
1087
$37.8M 0.01%
1,310,761
-1,894,943
1088
$37.8M 0.01%
1,241,546
+17,975
1089
$37.7M 0.01%
2,029,795
-81,938
1090
$37.7M 0.01%
1,044,256
-784,024
1091
$37.4M 0.01%
1,313,798
+84,917
1092
$37.2M 0.01%
787,031
+179,665
1093
$37.1M 0.01%
2,973,373
-714,990
1094
$37.1M 0.01%
847,722
-537,994
1095
$37M 0.01%
1,205,009
+9,416
1096
$37M 0.01%
1,061,023
-51,960
1097
$36.9M 0.01%
913,661
+73,698
1098
$36.8M 0.01%
2,142,232
-627,051
1099
$36.8M 0.01%
957,889
-71,181
1100
$36.7M 0.01%
909,072
+413,949
42 43
44
45 46