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
1151
$34.2M 0.01%
2,624,036
+246,063
1152
$34.2M 0.01%
2,122,681
-65,114
1153
$34.2M 0.01%
849,543
-257,616
1154
$34.2M 0.01%
1,059,516
+6,959
1155
$34.1M 0.01%
1,274,163
+22,458
1156
$34.1M 0.01%
674,358
-306,389
1157
$34M 0.01%
444,627
-7,097
1158
$34M 0.01%
8,986,881
-3,513,977
1159
$34M 0.01%
8,010,596
+607,291
1160
$33.8M 0.01%
616,086
-602,923
1161
$33.8M 0.01%
367,492
+71,466
1162
$33.7M 0.01%
1,013,645
-489,192
1163
$33.6M 0.01%
2,359,985
+754,236
1164
$33.5M 0.01%
323,931
+168,969
1165
$33.5M 0.01%
3,859,233
-75,048
1166
$33.4M 0.01%
825,195
-256,584
1167
$33.4M 0.01%
648,050
-19,947
1168
$33.4M 0.01%
194,942
+62,032
1169
$33.4M 0.01%
888,705
+655,976
1170
$33.4M 0.01%
1,073,755
+400,246
1171
$33.3M 0.01%
384,797
+202,936
1172
$33.3M 0.01%
651,631
-48,828
1173
$33.3M 0.01%
249,774
-73,539
1174
$33.3M 0.01%
535,861
+57,191
1175
$33.2M 0.01%
555,550
+189,272
45 46
47
48 49