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
1551
$20.5M 0.01%
166,008
+38,145
1552
$20.5M 0.01%
426,681
+17,624
1553
$20.5M 0.01%
235,027
+9,649
1554
$20.5M 0.01%
491,774
+149,658
1555
$20.5M 0.01%
451,489
+18,204
1556
$20.4M 0.01%
129,887
-13,482
1557
$20.4M 0.01%
399,178
+44,955
1558
$20.4M 0.01%
842,228
+239,777
1559
$20.4M 0.01%
253,346
-396,353
1560
$20.4M 0.01%
773,691
+282,459
1561
$20.4M 0.01%
1,148,355
+92,877
1562
$20.4M 0.01%
682,308
+297,703
1563
$20.4M 0.01%
1,005,113
-164,258
1564
$20.4M 0.01%
727,965
-360,493
1565
$20.3M 0.01%
1,382,179
+478,316
1566
$20.3M 0.01%
366,075
+21,120
1567
$20.3M 0.01%
853,878
+86,598
1568
$20.2M 0.01%
1,210,383
+35,718
1569
$20.2M 0.01%
400,660
-16,500
1570
$20.2M 0.01%
745,308
+58,787
1571
$20.2M 0.01%
262,141
+85,580
1572
$20.1M 0.01%
193,234
+15,881
1573
$20.1M 0.01%
2,996,339
+766,857
1574
$20.1M 0.01%
1,364,040
-32,151
1575
$20.1M 0.01%
105,966
+22,203
61 62
63
64 65