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
1376
$25.9M 0.01%
402,546
+13,739
1377
$25.9M 0.01%
692,852
+302,686
1378
$25.8M 0.01%
1,284,563
-21,997
1379
$25.8M 0.01%
904,710
+568,600
1380
$25.7M 0.01%
2,996,731
+2,451,669
1381
$25.7M 0.01%
1,817,884
-2,805,482
1382
$25.5M 0.01%
554,813
+953
1383
$25.4M 0.01%
604,168
-86,343
1384
$25.4M 0.01%
841,069
+142,205
1385
$25.4M 0.01%
1,589,893
+176,986
1386
$25.4M 0.01%
137,670
+38,807
1387
$25.4M 0.01%
1,481,015
+789,118
1388
$25.4M 0.01%
1,184,429
-45,146
1389
$25.3M 0.01%
1,064,722
+1,064,646
1390
$25.3M 0.01%
610,104
+39,715
1391
$25.2M 0.01%
146,970
-118,021
1392
$25.2M 0.01%
248,109
-49,728
1393
$25.2M 0.01%
642,951
+435,928
1394
$25.2M 0.01%
1,573,264
+43,805
1395
$25.1M 0.01%
341,432
+45,622
1396
$25.1M 0.01%
340,893
+173,984
1397
$25M 0.01%
855,090
+45,055
1398
$25M 0.01%
2,021,861
+155,359
1399
$25M 0.01%
1,218,551
+73,915
1400
$25M 0.01%
529,878
+20,707
54 55
56
57 58