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
1351
$26.6M 0.01%
645,614
-7,277
1352
$26.6M 0.01%
498,901
+83,205
1353
$26.5M 0.01%
1,157,844
+30,492
1354
$26.4M 0.01%
692,648
+12,034
1355
$26.4M 0.01%
1,169,748
+64,211
1356
$26.4M 0.01%
276,589
+35,213
1357
$26.4M 0.01%
554,225
-5,281
1358
$26.3M 0.01%
934,215
+107,158
1359
$26.3M 0.01%
715,344
+401,179
1360
$26.3M 0.01%
20,098
-2,563
1361
$26.3M 0.01%
384,621
+14,648
1362
$26.3M 0.01%
1,045,210
-84,378
1363
$26.2M 0.01%
838,555
+116,639
1364
$26.2M 0.01%
258,177
-35,599
1365
$26.2M 0.01%
546,944
-68,372
1366
$26.2M 0.01%
302,587
+101,021
1367
$26.2M 0.01%
1,024,019
+25,796
1368
$26.1M 0.01%
1,576,525
+232,878
1369
$26.1M 0.01%
1,021,375
-556,739
1370
$26.1M 0.01%
393,156
+21,476
1371
$26M 0.01%
497,785
+77,842
1372
$26M 0.01%
402,751
+167,639
1373
$25.9M 0.01%
1,129,486
+176,475
1374
$25.9M 0.01%
538,759
+13,147
1375
$25.9M 0.01%
1,683,601
-85,424
53 54
55
56 57