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
1526
$21.2M 0.01%
241,214
+58,191
1527
$21.1M 0.01%
1,652,025
+190,830
1528
$21.1M 0.01%
210,814
+6,337
1529
$21.1M 0.01%
454,930
+99,271
1530
$21.1M 0.01%
1,121,959
+87,303
1531
$21M 0.01%
2,148,785
+220,865
1532
$21M 0.01%
1,011,103
+236,776
1533
$21M 0.01%
765,757
+70,863
1534
$20.9M 0.01%
472,627
+12,820
1535
$20.9M 0.01%
665,426
+296,008
1536
$20.8M 0.01%
257,853
-52,558
1537
$20.8M 0.01%
4,051,978
-182,553
1538
$20.8M 0.01%
972,882
+24,746
1539
$20.8M 0.01%
901,063
-36,745
1540
$20.7M 0.01%
801,142
+341,305
1541
$20.7M 0.01%
481,538
+164,002
1542
$20.7M 0.01%
2,377,538
+696,437
1543
$20.7M 0.01%
1,442,385
-11,642,295
1544
$20.7M 0.01%
3,461,054
-2,299,751
1545
$20.7M 0.01%
1,042,446
+115,573
1546
$20.7M 0.01%
1,439,285
-407,621
1547
$20.7M 0.01%
199,597
+196,597
1548
$20.6M 0.01%
166,225
-105,866
1549
$20.5M 0.01%
189,038
+43,628
1550
$20.5M 0.01%
819,019
+109,591
60 61
62
63 64