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
1251
$30M 0.01%
678,852
+355,921
1252
$29.9M 0.01%
3,720,414
+768,393
1253
$29.9M 0.01%
539,437
+417,292
1254
$29.9M 0.01%
555,275
-257,874
1255
$29.8M 0.01%
866,176
+5,976
1256
$29.7M 0.01%
1,348,832
+44,083
1257
$29.6M 0.01%
342,980
-30,645
1258
$29.6M 0.01%
452,414
+91,225
1259
$29.5M 0.01%
527,895
-367,220
1260
$29.5M 0.01%
1,169,505
+39,398
1261
$29.5M 0.01%
1,210,455
+8,418
1262
$29.5M 0.01%
3,247,108
-136,255
1263
$29.4M 0.01%
1,311,229
+132,945
1264
$29.3M 0.01%
227,799
-16,431
1265
$29.3M 0.01%
842,267
-867,102
1266
$29.3M 0.01%
1,224,386
-43,809
1267
$29.3M 0.01%
471,371
-166,558
1268
$29.2M 0.01%
624,099
+97,562
1269
$29.2M 0.01%
2,059,306
+1,385,461
1270
$29.2M 0.01%
2,315,405
+26,042
1271
$29.2M 0.01%
3,269,233
-2,896,316
1272
$29.2M 0.01%
518,462
+86,384
1273
$29.1M 0.01%
645,196
+12,192
1274
$29.1M 0.01%
984,335
-39,935
1275
$29M 0.01%
663,176
+12,736
49 50
51
52 53