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
1576
$20.1M 0.01%
353,036
+109,233
1577
$20.1M 0.01%
528,913
+47,628
1578
$20M 0.01%
1,027,036
+216,947
1579
$20M 0.01%
734,961
-144,509
1580
$20M 0.01%
869,995
+214,188
1581
$19.9M 0.01%
2,734,100
+506,810
1582
$19.9M 0.01%
3,725,482
+416,163
1583
$19.9M 0.01%
220,209
-393
1584
$19.9M 0.01%
519,083
+62,740
1585
$19.9M 0.01%
209,743
+79,221
1586
$19.9M 0.01%
335,436
+43,678
1587
$19.9M 0.01%
389,926
+241,661
1588
$19.9M 0.01%
231,757
+77,176
1589
$19.9M 0.01%
1,775,558
+751,795
1590
$19.8M 0.01%
896,542
+33,144
1591
$19.8M 0.01%
1,002,888
+186,006
1592
$19.8M 0.01%
2,335,429
-85,512
1593
$19.8M 0.01%
17,292
+253
1594
$19.8M 0.01%
752,378
+23,565
1595
$19.8M 0.01%
1,614,657
+1,298,594
1596
$19.8M 0.01%
1,476,197
+14,774
1597
$19.7M 0.01%
930,160
-162
1598
$19.7M 0.01%
258,269
-477,878
1599
$19.7M 0.01%
1,013,251
-1,004,435
1600
$19.7M 0.01%
393,514
+162,799
62 63
64
65 66