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
1701
$17.3M 0.01%
687,775
+187,520
1702
$17.3M 0.01%
6,172,489
-2,252,945
1703
$17.2M 0.01%
517,919
+338,378
1704
$17.2M 0.01%
360,239
+51,893
1705
$17.2M 0.01%
578,728
-108,643
1706
$17.1M 0.01%
111,081
+17,332
1707
$17.1M 0.01%
1,014,758
-140,716
1708
$17.1M 0.01%
443,339
+314,014
1709
$17.1M 0.01%
105,737
-109,068
1710
$17M 0.01%
1,431,754
-224,286
1711
$17M 0.01%
1,011,711
+127,599
1712
$17M 0.01%
457,756
+113,599
1713
$17M 0.01%
1,679,257
-104,820
1714
$17M 0.01%
3,039,489
-221,056
1715
$17M 0.01%
1,678,491
+498,449
1716
$17M 0.01%
233,379
-67,938
1717
$17M 0.01%
549,387
+315,136
1718
$16.9M 0.01%
341,039
+44,613
1719
$16.9M 0.01%
2,555,688
+1,149
1720
$16.9M 0.01%
145,413
+70,469
1721
$16.9M 0.01%
586,308
+110,173
1722
$16.9M 0.01%
437,651
+118,523
1723
$16.9M 0.01%
218,450
+31,946
1724
$16.9M 0.01%
512,584
+79,362
1725
$16.9M 0.01%
217,404
+51,983
67 68
69
70 71