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
1726
$16.9M 0.01%
46,870
+2,713
1727
$16.8M 0.01%
2,143,632
+39,094
1728
$16.8M 0.01%
2,788,966
-614,440
1729
$16.8M 0.01%
1,149,110
-165,872
1730
$16.8M 0.01%
439,509
+120,638
1731
$16.7M 0.01%
788,805
-211,019
1732
$16.7M 0.01%
2,330,702
+720,370
1733
$16.7M 0.01%
639,345
+304,446
1734
$16.6M 0.01%
521,738
-55,556
1735
$16.6M 0.01%
318,372
-124,172
1736
$16.6M 0.01%
158,704
+48,546
1737
$16.6M 0.01%
857,305
+273,998
1738
$16.5M ﹤0.01%
1,070,122
+19,291
1739
$16.5M ﹤0.01%
147,331
+61,731
1740
$16.5M ﹤0.01%
1,069,995
-19,950
1741
$16.5M ﹤0.01%
1,175,443
+408,922
1742
$16.5M ﹤0.01%
284,443
+224,861
1743
$16.5M ﹤0.01%
608,235
-17,808
1744
$16.4M ﹤0.01%
1,211,277
+77,954
1745
$16.4M ﹤0.01%
3,118,334
+991,069
1746
$16.4M ﹤0.01%
367,951
+162,971
1747
$16.4M ﹤0.01%
1,131,971
+462,396
1748
$16.4M ﹤0.01%
464,188
+59,214
1749
$16.4M ﹤0.01%
198,903
+68,494
1750
$16.4M ﹤0.01%
57,308
+45,242
68 69
70
71 72