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
1676
$18M 0.01%
408,020
-14,072
1677
$17.9M 0.01%
693,124
+349,969
1678
$17.9M 0.01%
1,064,547
+149,988
1679
$17.8M 0.01%
1,126,527
-2,234,644
1680
$17.8M 0.01%
160,570
-58,286
1681
$17.8M 0.01%
75,707
-56,103
1682
$17.8M 0.01%
762,073
+217,709
1683
$17.8M 0.01%
660,714
-82,718
1684
$17.7M 0.01%
622,164
-66,668
1685
$17.7M 0.01%
714,579
+51,867
1686
$17.7M 0.01%
1,186,793
+101,660
1687
$17.7M 0.01%
256,968
+26,994
1688
$17.7M 0.01%
205,533
+50,728
1689
$17.6M 0.01%
288,559
-34,870
1690
$17.6M 0.01%
186,556
+2,498
1691
$17.6M 0.01%
313,822
+106,313
1692
$17.6M 0.01%
171,338
-6,606
1693
$17.5M 0.01%
563,696
-118,572
1694
$17.4M 0.01%
206,191
-89,616
1695
$17.4M 0.01%
1,472,480
-1,234,756
1696
$17.4M 0.01%
653,992
+3,275
1697
$17.3M 0.01%
474,510
+86,220
1698
$17.3M 0.01%
1,109,832
+2,352
1699
$17.3M 0.01%
677,409
+96,956
1700
$17.3M 0.01%
295,600
+112,274
66 67
68
69 70