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
1201
$32.2M 0.01%
4,700,375
-2,596,383
1202
$32.1M 0.01%
677,734
+187,604
1203
$32.1M 0.01%
459,062
-96,811
1204
$32.1M 0.01%
1,164,163
+558,769
1205
$32M 0.01%
1,980,809
+22,896
1206
$32M 0.01%
296,899
+13,258
1207
$32M 0.01%
542,228
+143,599
1208
$31.9M 0.01%
651,193
+253,037
1209
$31.9M 0.01%
522,353
+45,161
1210
$31.8M 0.01%
1,489,981
+12,029
1211
$31.8M 0.01%
2,687,066
+14,655
1212
$31.8M 0.01%
374,545
-26,912
1213
$31.7M 0.01%
1,930,938
+151,914
1214
$31.6M 0.01%
2,572,694
+77,365
1215
$31.5M 0.01%
300,785
-5,257
1216
$31.4M 0.01%
186,519
+12,452
1217
$31.4M 0.01%
1,192,138
+85,045
1218
$31.4M 0.01%
371,465
-26,361
1219
$31.4M 0.01%
2,719,146
+83,413
1220
$31.4M 0.01%
1,003,129
+783,767
1221
$31.4M 0.01%
596,797
-573,699
1222
$31.3M 0.01%
2,116,756
-282,526
1223
$31.3M 0.01%
292,253
-39,340
1224
$31.3M 0.01%
733,685
-157,210
1225
$31.2M 0.01%
5,118,704
+689,695
47 48
49
50 51