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
201
$351M 0.11%
4,988,558
-74,512
202
$350M 0.1%
3,008,350
+537,560
203
$347M 0.1%
10,735,606
-3,872,914
204
$347M 0.1%
5,725,657
+1,122,093
205
$345M 0.1%
2,270,970
+135,786
206
$344M 0.1%
1,097,950
+18,673
207
$344M 0.1%
13,854,162
+1,366,783
208
$343M 0.1%
4,298,726
-4,121,232
209
$343M 0.1%
6,959,198
+551,250
210
$341M 0.1%
6,563,692
-1,388,851
211
$337M 0.1%
4,381,188
-789,521
212
$335M 0.1%
2,793,038
+121,248
213
$334M 0.1%
5,221,182
+56,428
214
$333M 0.1%
11,691,395
+89,717
215
$332M 0.1%
2,778,289
+2,618,033
216
$332M 0.1%
3,245,205
-260,518
217
$331M 0.1%
6,290,702
-142,236
218
$331M 0.1%
6,615,003
-1,350,823
219
$327M 0.1%
2,743,539
+445,839
220
$326M 0.1%
2,720,402
+614,256
221
$325M 0.1%
3,552,240
-416,176
222
$325M 0.1%
10,910,589
-2,866
223
$324M 0.1%
3,837,887
+145,849
224
$324M 0.1%
7,184,778
-1,128,952
225
$322M 0.1%
5,863,537
+478,152
7 8
9
10 11