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
1326
$27.3M 0.01%
853,606
+283,624
1327
$27.2M 0.01%
1,049,347
-1,342,929
1328
$27.2M 0.01%
1,242,949
+4,062
1329
$27.2M 0.01%
1,505,009
-1,251,235
1330
$27.1M 0.01%
323,063
-4,191
1331
$27.1M 0.01%
192,860
+42,989
1332
$27.1M 0.01%
338,149
+84,466
1333
$27.1M 0.01%
1,250,767
+237,615
1334
$27.1M 0.01%
561,800
-3,038
1335
$27M 0.01%
1,114,173
+91,026
1336
$27M 0.01%
1,174,335
-54,883
1337
$27M 0.01%
1,297,218
-1,319,202
1338
$27M 0.01%
2,130,240
-1,717,640
1339
$26.9M 0.01%
837,555
+100,534
1340
$26.9M 0.01%
661,534
+463,736
1341
$26.9M 0.01%
1,500,649
-151,638
1342
$26.8M 0.01%
1,041,746
-334,970
1343
$26.8M 0.01%
665,326
+71,221
1344
$26.8M 0.01%
2,657,953
+155,500
1345
$26.8M 0.01%
563,821
+231,215
1346
$26.7M 0.01%
872,021
-104,368
1347
$26.7M 0.01%
283,599
+15,420
1348
$26.7M 0.01%
349,624
+118,583
1349
$26.7M 0.01%
288,167
-12,178
1350
$26.6M 0.01%
5,156,156
-2,949,032
52 53
54
55 56