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
1851
$15.1M ﹤0.01%
364,664
-341
1852
$15.1M ﹤0.01%
401,908
+251,511
1853
$15.1M ﹤0.01%
361,212
+5,996
1854
$15.1M ﹤0.01%
1,625,216
+1,502,516
1855
$15M ﹤0.01%
499,808
+127,579
1856
$15M ﹤0.01%
1,494,443
+129,268
1857
$15M ﹤0.01%
79,187
+24,115
1858
$15M ﹤0.01%
79,900
+69,187
1859
$15M ﹤0.01%
796,464
+1,979
1860
$15M ﹤0.01%
516,366
+121,316
1861
$15M ﹤0.01%
593,661
+102,469
1862
$15M ﹤0.01%
664,080
+47,048
1863
$14.9M ﹤0.01%
1,635,513
-204,952
1864
$14.9M ﹤0.01%
1,291,750
-90,068
1865
$14.9M ﹤0.01%
491,139
+46,781
1866
$14.8M ﹤0.01%
1,037,868
-350,568
1867
$14.8M ﹤0.01%
1,301,184
-2,563,902
1868
$14.8M ﹤0.01%
447,163
+113,999
1869
$14.8M ﹤0.01%
111,121
+61,419
1870
$14.8M ﹤0.01%
1,024,390
-1,259,441
1871
$14.8M ﹤0.01%
2,155,585
-532,621
1872
$14.8M ﹤0.01%
2,778,850
-148,094
1873
$14.8M ﹤0.01%
124,715
+20,983
1874
$14.8M ﹤0.01%
629,289
+146,044
1875
$14.7M ﹤0.01%
180,786
+55,603
73 74
75
76 77