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
1901
$14.3M ﹤0.01%
650,711
-268,420
1902
$14.3M ﹤0.01%
222,297
+49,089
1903
$14.3M ﹤0.01%
449,730
-34,131
1904
$14.2M ﹤0.01%
370,640
-93,215
1905
$14.2M ﹤0.01%
347,255
+115,708
1906
$14.2M ﹤0.01%
425,828
-114,541
1907
$14.2M ﹤0.01%
545,521
-127,003
1908
$14.2M ﹤0.01%
1,099,683
-256,334
1909
$14.2M ﹤0.01%
82,773
+21,721
1910
$14.2M ﹤0.01%
271,251
+77,318
1911
$14.2M ﹤0.01%
859,413
+12,951
1912
$14.1M ﹤0.01%
675,722
+146,499
1913
$14.1M ﹤0.01%
1,103,154
-136,958
1914
$14.1M ﹤0.01%
153,806
+42,241
1915
$14.1M ﹤0.01%
1,281,895
-321,914
1916
$14.1M ﹤0.01%
805,640
-550,415
1917
$14.1M ﹤0.01%
279,588
+10,071
1918
$14.1M ﹤0.01%
999,844
+2,930
1919
$14M ﹤0.01%
168,332
+17,299
1920
$14M ﹤0.01%
712,372
+9,667
1921
$14M ﹤0.01%
266,700
+142,227
1922
$14M ﹤0.01%
240,989
+163,292
1923
$14M ﹤0.01%
602,118
+7,972
1924
$14M ﹤0.01%
207,433
-262,315
1925
$14M ﹤0.01%
650,609
+47,452
75 76
77
78 79