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
2126
$11.5M ﹤0.01%
169,879
+63,423
2127
$11.5M ﹤0.01%
917,297
-463,564
2128
$11.5M ﹤0.01%
241,440
-167,334
2129
$11.5M ﹤0.01%
570,631
+112,259
2130
$11.5M ﹤0.01%
340,717
-26,775
2131
$11.5M ﹤0.01%
15,563
-153
2132
$11.5M ﹤0.01%
428,080
-270,074
2133
$11.5M ﹤0.01%
276,213
-71,794
2134
$11.4M ﹤0.01%
153,186
+50,058
2135
$11.4M ﹤0.01%
217,082
-10,891
2136
$11.4M ﹤0.01%
325,700
-21,035
2137
$11.4M ﹤0.01%
153,558
-7,322
2138
$11.4M ﹤0.01%
392,093
-15,584
2139
$11.4M ﹤0.01%
190,911
-99,518
2140
$11.4M ﹤0.01%
1,594,356
-18,617
2141
$11.4M ﹤0.01%
658,588
-1,487
2142
$11.4M ﹤0.01%
206,990
+35,149
2143
$11.3M ﹤0.01%
334,267
-2,558
2144
$11.3M ﹤0.01%
848,061
-54,838
2145
$11.3M ﹤0.01%
190,296
-191,880
2146
$11.3M ﹤0.01%
396,395
+208,289
2147
$11.2M ﹤0.01%
162,498
+46,879
2148
$11.2M ﹤0.01%
427,606
+151,478
2149
$11.2M ﹤0.01%
19,171
-1,306
2150
$11.2M ﹤0.01%
396,553
-29,585
84 85
86
87 88