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
2076
$12M ﹤0.01%
188,468
+70,888
2077
$11.9M ﹤0.01%
262,668
+121,644
2078
$11.9M ﹤0.01%
271,920
+75,069
2079
$11.9M ﹤0.01%
153,850
+127,613
2080
$11.9M ﹤0.01%
177,969
+25,806
2081
$11.9M ﹤0.01%
228,870
-1,912
2082
$11.9M ﹤0.01%
193,049
+70,670
2083
$11.9M ﹤0.01%
201,959
+169,366
2084
$11.9M ﹤0.01%
525,813
+351,726
2085
$11.9M ﹤0.01%
584,751
+103,760
2086
$11.8M ﹤0.01%
293,943
+87,501
2087
$11.8M ﹤0.01%
153,243
+32,532
2088
$11.8M ﹤0.01%
261,122
+82,938
2089
$11.8M ﹤0.01%
382,837
+259,047
2090
$11.8M ﹤0.01%
212,951
-29,036
2091
$11.8M ﹤0.01%
330,249
-27,328
2092
$11.8M ﹤0.01%
190,708
+72,742
2093
$11.8M ﹤0.01%
1,030,538
+305,148
2094
$11.8M ﹤0.01%
855,640
+390,031
2095
$11.8M ﹤0.01%
351,059
+98,836
2096
$11.8M ﹤0.01%
2,018,607
+95,986
2097
$11.8M ﹤0.01%
428,582
+143,530
2098
$11.8M ﹤0.01%
274,067
-99,738
2099
$11.7M ﹤0.01%
402,271
-82,995
2100
$11.7M ﹤0.01%
1,421,112
-21,592
82 83
84
85 86