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
1226
$31.2M 0.01%
1,261,975
+254,209
1227
$31.1M 0.01%
671,949
+147,895
1228
$31.1M 0.01%
3,495,799
+592,173
1229
$31M 0.01%
3,429,673
+58,309
1230
$30.9M 0.01%
706,845
-1,193,156
1231
$30.9M 0.01%
2,439,783
-718,624
1232
$30.9M 0.01%
4,308,350
+278,345
1233
$30.8M 0.01%
645,798
-98,023
1234
$30.8M 0.01%
600,826
+18,632
1235
$30.7M 0.01%
952,254
+2,159
1236
$30.7M 0.01%
3,268,000
+1,600,519
1237
$30.6M 0.01%
679,522
-47,333
1238
$30.6M 0.01%
+2,366,982
1239
$30.6M 0.01%
598,096
-321,217
1240
$30.5M 0.01%
1,191,690
-1,034,572
1241
$30.4M 0.01%
1,678,254
+10,734
1242
$30.4M 0.01%
736,995
-207,099
1243
$30.3M 0.01%
2,816,902
+395,232
1244
$30.3M 0.01%
468,550
-2,616
1245
$30.3M 0.01%
1,333,340
+558,532
1246
$30.2M 0.01%
769,671
+159,994
1247
$30.2M 0.01%
1,211,398
+78,622
1248
$30.1M 0.01%
628,716
-46,271
1249
$30.1M 0.01%
2,082,749
+47,180
1250
$30M 0.01%
1,324,148
+85,584
48 49
50
51 52