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
1876
$14.7M ﹤0.01%
+1,480,825
1877
$14.7M ﹤0.01%
553,984
+153,418
1878
$14.7M ﹤0.01%
1,334,307
-1,553,976
1879
$14.7M ﹤0.01%
587,433
+100,232
1880
$14.6M ﹤0.01%
1,446,125
+75,931
1881
$14.6M ﹤0.01%
353,884
-97,795
1882
$14.6M ﹤0.01%
921,036
+112,657
1883
$14.6M ﹤0.01%
578,691
+268,963
1884
$14.6M ﹤0.01%
283,441
+61,935
1885
$14.6M ﹤0.01%
191,325
+29,677
1886
$14.6M ﹤0.01%
456,686
+79,379
1887
$14.6M ﹤0.01%
270,628
+558
1888
$14.5M ﹤0.01%
269,534
+49,383
1889
$14.5M ﹤0.01%
421,231
+164,352
1890
$14.5M ﹤0.01%
801,335
+32,514
1891
$14.5M ﹤0.01%
228,348
-49,946
1892
$14.5M ﹤0.01%
1,933,792
+228,609
1893
$14.5M ﹤0.01%
332,300
+186,541
1894
$14.4M ﹤0.01%
346,907
+107,032
1895
$14.4M ﹤0.01%
238,658
+70,012
1896
$14.4M ﹤0.01%
582,833
+3,434
1897
$14.4M ﹤0.01%
439,716
+37,929
1898
$14.3M ﹤0.01%
544,169
-41,631
1899
$14.3M ﹤0.01%
448,068
+18,762
1900
$14.3M ﹤0.01%
428,552
+209,718
74 75
76
77 78