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
1826
$15.4M ﹤0.01%
174,335
+98,289
1827
$15.4M ﹤0.01%
265,785
-414,716
1828
$15.4M ﹤0.01%
913,942
+94,259
1829
$15.3M ﹤0.01%
295,888
-160,199
1830
$15.3M ﹤0.01%
268,317
-12,786
1831
$15.3M ﹤0.01%
134,839
-153,689
1832
$15.3M ﹤0.01%
587,017
+24,362
1833
$15.3M ﹤0.01%
532,311
+522,703
1834
$15.3M ﹤0.01%
195,409
+56,219
1835
$15.3M ﹤0.01%
17,789
+2,580
1836
$15.3M ﹤0.01%
986,428
+113,110
1837
$15.3M ﹤0.01%
527,994
+460,327
1838
$15.3M ﹤0.01%
392,697
-36,712
1839
$15.2M ﹤0.01%
1,618,703
+25,235
1840
$15.2M ﹤0.01%
254,294
-446,735
1841
$15.2M ﹤0.01%
1,058,636
-31,972
1842
$15.2M ﹤0.01%
462,953
-344,674
1843
$15.2M ﹤0.01%
840,975
-300,078
1844
$15.2M ﹤0.01%
126,493
+1,685
1845
$15.2M ﹤0.01%
8,528
+290
1846
$15.2M ﹤0.01%
62,044
+28,774
1847
$15.2M ﹤0.01%
447,106
+212,073
1848
$15.2M ﹤0.01%
647,056
+18,186
1849
$15.2M ﹤0.01%
453,585
+48,665
1850
$15.1M ﹤0.01%
328,932
-529,411
72 73
74
75 76