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
1451
$23.1M 0.01%
629,859
+164,961
1452
$23.1M 0.01%
442,310
+39,904
1453
$23.1M 0.01%
1,809,290
+690,780
1454
$23.1M 0.01%
403,708
+149,502
1455
$23M 0.01%
446,613
+23,120
1456
$23M 0.01%
179,726
+39,334
1457
$22.9M 0.01%
536,347
+90,242
1458
$22.9M 0.01%
418,227
+250,801
1459
$22.9M 0.01%
163,866
-311,773
1460
$22.8M 0.01%
1,202,180
-22,461
1461
$22.8M 0.01%
818,575
-272,889
1462
$22.8M 0.01%
288,174
-12,155
1463
$22.7M 0.01%
751,517
-44,787
1464
$22.7M 0.01%
316,663
-140,376
1465
$22.7M 0.01%
853,035
+605,147
1466
$22.6M 0.01%
1,208,873
+64,795
1467
$22.6M 0.01%
778,572
-1,056
1468
$22.6M 0.01%
491,155
+12,761
1469
$22.5M 0.01%
290,719
+94,556
1470
$22.5M 0.01%
255,469
+8,098
1471
$22.4M 0.01%
227,290
+75,567
1472
$22.4M 0.01%
693,384
+289,076
1473
$22.4M 0.01%
972,355
+347,967
1474
$22.4M 0.01%
3,364,820
-539,002
1475
$22.3M 0.01%
264,549
-10,476
57 58
59
60 61