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
126
$586M 0.18%
3,985,217
+166,251
127
$586M 0.18%
10,512,098
-359,694
128
$584M 0.18%
4,699,797
+301,627
129
$581M 0.17%
4,794,046
-1,103,290
130
$580M 0.17%
4,994,757
-2,531,205
131
$580M 0.17%
6,409,356
+150,984
132
$565M 0.17%
23,311,040
-570,980
133
$564M 0.17%
6,899,954
+152,695
134
$562M 0.17%
9,962,274
+1,308,628
135
$559M 0.17%
13,750,559
+3,237,672
136
$555M 0.17%
11,884,812
-2,461,468
137
$548M 0.16%
1,678,816
-622,096
138
$543M 0.16%
7,027,431
+720,066
139
$541M 0.16%
8,426,838
+190,519
140
$540M 0.16%
9,467,522
-434,232
141
$529M 0.16%
10,212,418
+249,977
142
$525M 0.16%
3,849,403
+1,263,566
143
$524M 0.16%
4,448,945
+642,977
144
$522M 0.16%
2,440,644
-262,823
145
$519M 0.16%
7,313,911
-953,295
146
$512M 0.15%
2,860,561
+593,170
147
$504M 0.15%
2,702,907
-748,100
148
$501M 0.15%
5,783,106
-489,921
149
$501M 0.15%
8,015,272
+6,783,955
150
$500M 0.15%
4,189,880
-591,804
4 5
6
7 8