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
1401
$25M 0.01%
931,844
+78,847
1402
$24.9M 0.01%
702,270
+22,484
1403
$24.9M 0.01%
442,724
+84,561
1404
$24.9M 0.01%
411,622
-61,072
1405
$24.9M 0.01%
802,802
+48,711
1406
$24.8M 0.01%
328,788
+196,914
1407
$24.8M 0.01%
251,028
-46,062
1408
$24.8M 0.01%
645,347
-203,218
1409
$24.8M 0.01%
861,850
+491,693
1410
$24.7M 0.01%
458,136
+133,825
1411
$24.7M 0.01%
1,893,039
-102,683
1412
$24.7M 0.01%
728,414
+112,020
1413
$24.6M 0.01%
487,806
-391,178
1414
$24.6M 0.01%
682,737
+56,793
1415
$24.5M 0.01%
562,394
+289,189
1416
$24.5M 0.01%
3,099,665
+204,805
1417
$24.4M 0.01%
361,229
+337,187
1418
$24.4M 0.01%
592,592
+91,723
1419
$24.4M 0.01%
601,446
+248,470
1420
$24.3M 0.01%
1,571,328
+60,822
1421
$24.3M 0.01%
2,616,490
-105,581
1422
$24.2M 0.01%
+398,615
1423
$24.2M 0.01%
493,172
+16,665
1424
$24.2M 0.01%
688,587
+123,298
1425
$24.2M 0.01%
467,107
+217,554
55 56
57
58 59