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
1101
$36.7M 0.01%
1,106,083
+134,844
1102
$36.7M 0.01%
291,199
+129,231
1103
$36.7M 0.01%
1,705,745
-28,247
1104
$36.7M 0.01%
767,007
-14,140
1105
$36.6M 0.01%
448,174
+144,874
1106
$36.5M 0.01%
493,903
+40,805
1107
$36.4M 0.01%
1,997,607
-23,961
1108
$36.2M 0.01%
1,444,635
+764,306
1109
$36.2M 0.01%
200,987
+80,002
1110
$36.2M 0.01%
907,456
+413,067
1111
$36.1M 0.01%
765,698
+325,654
1112
$36.1M 0.01%
855,464
+457,952
1113
$36M 0.01%
1,044,513
+714,580
1114
$35.8M 0.01%
13,164,704
-2,759,831
1115
$35.8M 0.01%
668,080
-39,703
1116
$35.8M 0.01%
271,635
+168,755
1117
$35.8M 0.01%
1,464,315
-1,614,995
1118
$35.7M 0.01%
969,372
+504,407
1119
$35.7M 0.01%
676,026
+336,117
1120
$35.6M 0.01%
1,635,618
-65,739
1121
$35.6M 0.01%
402,966
-228,627
1122
$35.5M 0.01%
2,865,975
+1,692,277
1123
$35.5M 0.01%
1,216,739
+117,754
1124
$35.5M 0.01%
242,720
-131,015
1125
$35.5M 0.01%
462,079
+276,863
43 44
45
46 47