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
176
$409M 0.12%
34,145,849
-3,194,189
177
$407M 0.12%
11,050,812
+5,739,970
178
$407M 0.12%
5,093,179
-1,407,927
179
$406M 0.12%
7,695,826
+866,287
180
$405M 0.12%
6,211,694
-712,108
181
$395M 0.12%
4,647,142
+255,746
182
$393M 0.12%
88,045,080
-88,509,240
183
$393M 0.12%
3,167,868
+241,707
184
$391M 0.12%
6,167,718
+337,001
185
$386M 0.12%
6,807,983
-2,292,909
186
$386M 0.12%
16,796,440
-7,126,109
187
$384M 0.11%
3,074,339
-1,263,874
188
$379M 0.11%
7,486,920
+138,832
189
$379M 0.11%
1,836,132
+1,707,035
190
$375M 0.11%
3,528,716
-55,427
191
$371M 0.11%
7,373,836
+183,064
192
$371M 0.11%
4,416,655
+184,149
193
$368M 0.11%
5,850,361
+42,887
194
$366M 0.11%
4,003,438
-154,151
195
$363M 0.11%
8,384,664
+1,246,981
196
$363M 0.11%
2,552,508
+117,621
197
$362M 0.11%
5,789,984
+750,288
198
$361M 0.11%
4,700,785
-52,641
199
$359M 0.11%
3,705,904
+817,389
200
$358M 0.11%
5,837,667
-367,459
6 7
8
9 10