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
1426
$24.2M 0.01%
2,370,001
+43,174
1427
$24.1M 0.01%
871,123
+12,873
1428
$24M 0.01%
1,144,228
+754,265
1429
$23.9M 0.01%
341,943
+4,245
1430
$23.9M 0.01%
383,920
+54,893
1431
$23.8M 0.01%
1,019,460
+96,189
1432
$23.8M 0.01%
57,506
+18,044
1433
$23.7M 0.01%
1,390,063
+454,979
1434
$23.7M 0.01%
767,386
-49,792
1435
$23.6M 0.01%
1,289,209
+59,168
1436
$23.6M 0.01%
1,171,773
+11,842
1437
$23.6M 0.01%
1,257,135
+645,493
1438
$23.6M 0.01%
512,077
+13,100
1439
$23.5M 0.01%
1,762,355
+459,858
1440
$23.5M 0.01%
130,665
-276,978
1441
$23.3M 0.01%
172,762
-49,045
1442
$23.3M 0.01%
427,983
-7,429
1443
$23.3M 0.01%
458,671
+81,870
1444
$23.3M 0.01%
565,999
-186,411
1445
$23.3M 0.01%
3,400,485
+1,912,049
1446
$23.2M 0.01%
558,957
+165,700
1447
$23.2M 0.01%
461,491
+18,376
1448
$23.2M 0.01%
706,566
-842,154
1449
$23.2M 0.01%
329,832
+112,693
1450
$23.2M 0.01%
366,648
+126,508
56 57
58
59 60