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
2101
$11.7M ﹤0.01%
384,248
-233,819
2102
$11.7M ﹤0.01%
254,184
-3,467
2103
$11.7M ﹤0.01%
668,970
+89,710
2104
$11.7M ﹤0.01%
156,952
-93,630
2105
$11.7M ﹤0.01%
250,330
+13,273
2106
$11.7M ﹤0.01%
314,982
+155,119
2107
$11.7M ﹤0.01%
281,978
+27,840
2108
$11.7M ﹤0.01%
102,590
+17,433
2109
$11.7M ﹤0.01%
351,082
+97,449
2110
$11.6M ﹤0.01%
86,793
-931
2111
$11.6M ﹤0.01%
288,571
+54,729
2112
$11.6M ﹤0.01%
418,880
-642,648
2113
$11.6M ﹤0.01%
487,111
-254,889
2114
$11.6M ﹤0.01%
258,842
-31,908
2115
$11.6M ﹤0.01%
344,857
+80,974
2116
$11.6M ﹤0.01%
1,177,459
+296,688
2117
$11.6M ﹤0.01%
472,205
+95,840
2118
$11.6M ﹤0.01%
604,363
-644,744
2119
$11.6M ﹤0.01%
647,168
+281,085
2120
$11.6M ﹤0.01%
875,916
+60,649
2121
$11.5M ﹤0.01%
655,084
-111,412
2122
$11.5M ﹤0.01%
644,386
+11,627
2123
$11.5M ﹤0.01%
320,044
+2,171
2124
$11.5M ﹤0.01%
535,998
+215,063
2125
$11.5M ﹤0.01%
873,871
+89,829
83 84
85
86 87