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
1601
$19.7M 0.01%
125,832
-6,750
1602
$19.6M 0.01%
599,475
+411,556
1603
$19.6M 0.01%
308,097
-64,754
1604
$19.6M 0.01%
2,540,189
-408,724
1605
$19.5M 0.01%
244,015
+73,714
1606
$19.5M 0.01%
788,586
+20,308
1607
$19.4M 0.01%
638,466
+6,858
1608
$19.4M 0.01%
249,048
+66,000
1609
$19.4M 0.01%
2,676,386
+50,000
1610
$19.4M 0.01%
1,084,722
-99,611
1611
$19.3M 0.01%
1,531,619
-99,680
1612
$19.3M 0.01%
1,016,278
-224,483
1613
$19.3M 0.01%
723,036
+533,918
1614
$19.3M 0.01%
293,761
-135,563
1615
$19.3M 0.01%
393,930
+74,634
1616
$19.3M 0.01%
276,887
+57,025
1617
$19.3M 0.01%
116,356
-18,954
1618
$19.3M 0.01%
2,062,520
+1,440,285
1619
$19.3M 0.01%
1,227,405
-218,198
1620
$19.2M 0.01%
202,650
+43,687
1621
$19.2M 0.01%
3,141,072
+439,419
1622
$19.2M 0.01%
258,895
+39,661
1623
$19.1M 0.01%
1,281,216
-213,413
1624
$19.1M 0.01%
545,075
+28,434
1625
$19.1M 0.01%
1,007,766
-130,565
63 64
65
66 67