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
2151
$11.2M ﹤0.01%
125,899
-45,717
2152
$11.2M ﹤0.01%
718,655
+78,101
2153
$11.2M ﹤0.01%
352,237
-5,468
2154
$11.2M ﹤0.01%
843,676
-413
2155
$11.1M ﹤0.01%
274,908
-72,331
2156
$11.1M ﹤0.01%
278,264
-321,123
2157
$11.1M ﹤0.01%
644,403
-21,489
2158
$11.1M ﹤0.01%
409,510
+102,233
2159
$11.1M ﹤0.01%
844,123
+379,206
2160
$11.1M ﹤0.01%
556,749
+8,906
2161
$11M ﹤0.01%
179,820
-16,734
2162
$11M ﹤0.01%
658,998
+95,444
2163
$11M ﹤0.01%
84,892
+63,067
2164
$11M ﹤0.01%
110,739
-555
2165
$11M ﹤0.01%
399,764
+79,940
2166
$11M ﹤0.01%
135,225
+613
2167
$11M ﹤0.01%
531,831
-50,403
2168
$10.9M ﹤0.01%
368,689
-16,838
2169
$10.9M ﹤0.01%
258,040
+3,717
2170
$10.9M ﹤0.01%
54,131
-39,247
2171
$10.9M ﹤0.01%
2,177,389
+612,154
2172
$10.9M ﹤0.01%
329,107
+109,061
2173
$10.9M ﹤0.01%
769,739
+461,098
2174
$10.9M ﹤0.01%
73,370
+16,057
2175
$10.8M ﹤0.01%
200,609
-6,229
85 86
87
88 89