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
2226
$10.2M ﹤0.01%
489,557
-42,704
2227
$10.1M ﹤0.01%
209,947
-733
2228
$10.1M ﹤0.01%
356,955
+48,554
2229
$10.1M ﹤0.01%
333,721
-14,114
2230
$10.1M ﹤0.01%
994,662
-157,170
2231
$10.1M ﹤0.01%
546,449
-148,869
2232
$10.1M ﹤0.01%
152,439
-34,008
2233
$10.1M ﹤0.01%
624,830
-183,803
2234
$10.1M ﹤0.01%
331,023
+122,908
2235
$10.1M ﹤0.01%
701,821
+1,573
2236
$10.1M ﹤0.01%
297,497
-255,012
2237
$10.1M ﹤0.01%
176,412
-59,448
2238
$10M ﹤0.01%
86,038
+13,493
2239
$10M ﹤0.01%
170,811
-16,693
2240
$10M ﹤0.01%
404,110
-60,140
2241
$10M ﹤0.01%
3,713,653
+543,585
2242
$10M ﹤0.01%
219,686
-62,484
2243
$10M ﹤0.01%
175,358
-15,598
2244
$10M ﹤0.01%
1,082,378
-7,776
2245
$10M ﹤0.01%
474,926
+152,142
2246
$10M ﹤0.01%
281,560
+41,262
2247
$10M ﹤0.01%
841,155
+280,430
2248
$10M ﹤0.01%
429,910
-330,336
2249
$10M ﹤0.01%
157,938
-8,048
2250
$10M ﹤0.01%
222,897
+22,865
88 89
90
91 92