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
1951
$13.6M ﹤0.01%
31,919
+6,556
1952
$13.6M ﹤0.01%
1,031,971
+17,133
1953
$13.6M ﹤0.01%
+800,984
1954
$13.6M ﹤0.01%
326,285
+42,417
1955
$13.6M ﹤0.01%
192,176
-16,514
1956
$13.6M ﹤0.01%
1,450,050
+515,750
1957
$13.6M ﹤0.01%
758,932
-32,127
1958
$13.5M ﹤0.01%
159,444
+111,275
1959
$13.5M ﹤0.01%
562,936
+101,236
1960
$13.5M ﹤0.01%
447,334
+70,204
1961
$13.5M ﹤0.01%
750,775
+578,365
1962
$13.5M ﹤0.01%
218,555
-1,054,987
1963
$13.5M ﹤0.01%
333,486
+2,906
1964
$13.5M ﹤0.01%
180,033
+3,964
1965
$13.5M ﹤0.01%
910,232
-152,647
1966
$13.5M ﹤0.01%
1,052,376
+177,127
1967
$13.5M ﹤0.01%
300,641
+7,153
1968
$13.5M ﹤0.01%
143,714
+15,733
1969
$13.5M ﹤0.01%
1,341,783
+39,386
1970
$13.5M ﹤0.01%
390,313
+51,232
1971
$13.4M ﹤0.01%
306,334
-110,014
1972
$13.4M ﹤0.01%
845,492
+28,100
1973
$13.4M ﹤0.01%
377,096
+61,517
1974
$13.4M ﹤0.01%
956,262
-52,306
1975
$13.4M ﹤0.01%
297,899
+108,402
77 78
79
80 81