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
2201
$10.5M ﹤0.01%
488,043
+78,250
2202
$10.5M ﹤0.01%
425,242
-17,067
2203
$10.5M ﹤0.01%
551,251
+75,190
2204
$10.5M ﹤0.01%
240,950
-163,161
2205
$10.4M ﹤0.01%
954,031
+196,672
2206
$10.4M ﹤0.01%
65,927
-2,257
2207
$10.4M ﹤0.01%
418,954
+16,327
2208
$10.4M ﹤0.01%
291,255
+85,809
2209
$10.4M ﹤0.01%
68,076
+10,021
2210
$10.4M ﹤0.01%
322,672
-9,509
2211
$10.4M ﹤0.01%
353,783
+231,150
2212
$10.4M ﹤0.01%
5,060
+5,059
2213
$10.4M ﹤0.01%
773,634
+77,212
2214
$10.3M ﹤0.01%
1,641,530
+39,357
2215
$10.3M ﹤0.01%
202,753
-65,669
2216
$10.3M ﹤0.01%
2,444,479
-1,281,926
2217
$10.3M ﹤0.01%
1,060,448
+447,459
2218
$10.3M ﹤0.01%
489,969
+19,479
2219
$10.3M ﹤0.01%
611,676
+57,998
2220
$10.3M ﹤0.01%
289,098
-26,315
2221
$10.3M ﹤0.01%
205,850
+11,136
2222
$10.2M ﹤0.01%
540,502
+284,445
2223
$10.2M ﹤0.01%
241,860
+67,881
2224
$10.2M ﹤0.01%
355,432
+45,428
2225
$10.2M ﹤0.01%
171,184
+22,034
87 88
89
90 91