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
1926
$14M ﹤0.01%
617,757
-79,670
1927
$14M ﹤0.01%
526,455
+26,091
1928
$14M ﹤0.01%
316,227
-34,716
1929
$14M ﹤0.01%
966,934
+283,536
1930
$14M ﹤0.01%
3,236,844
-799,439
1931
$13.9M ﹤0.01%
90,021
+21,132
1932
$13.9M ﹤0.01%
145,653
+18,159
1933
$13.9M ﹤0.01%
647,457
+69,869
1934
$13.9M ﹤0.01%
5,236,197
+236,846
1935
$13.9M ﹤0.01%
251,769
+40,588
1936
$13.8M ﹤0.01%
227,074
+161,559
1937
$13.8M ﹤0.01%
160,290
-4,224
1938
$13.8M ﹤0.01%
307,426
-2,614,363
1939
$13.8M ﹤0.01%
817,835
-2,132,686
1940
$13.8M ﹤0.01%
2,232,051
-130,394
1941
$13.7M ﹤0.01%
600,656
+171,214
1942
$13.7M ﹤0.01%
171,018
-28,921
1943
$13.7M ﹤0.01%
363,392
+146,433
1944
$13.7M ﹤0.01%
567,862
+170,132
1945
$13.7M ﹤0.01%
732,948
+176,121
1946
$13.7M ﹤0.01%
265,905
+49,256
1947
$13.6M ﹤0.01%
400,822
+108,703
1948
$13.6M ﹤0.01%
442,824
-181,629
1949
$13.6M ﹤0.01%
32,123
+18,357
1950
$13.6M ﹤0.01%
306,971
+24,073
76 77
78
79 80