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
2276
$9.82M ﹤0.01%
226,899
-10,917
2277
$9.81M ﹤0.01%
285,450
+91,254
2278
$9.81M ﹤0.01%
204,160
+70,602
2279
$9.8M ﹤0.01%
459,940
+200,699
2280
$9.79M ﹤0.01%
295,196
-118,858
2281
$9.78M ﹤0.01%
190,088
+46,501
2282
$9.77M ﹤0.01%
87,055
+33,745
2283
$9.76M ﹤0.01%
930,304
+42,693
2284
$9.76M ﹤0.01%
194,179
+110,542
2285
$9.75M ﹤0.01%
149,544
+95,304
2286
$9.74M ﹤0.01%
442,764
+20,808
2287
$9.74M ﹤0.01%
560,868
+30,257
2288
$9.74M ﹤0.01%
1,399,106
-16,455
2289
$9.73M ﹤0.01%
305,948
-158,061
2290
$9.72M ﹤0.01%
161,942
-30,440
2291
$9.71M ﹤0.01%
125,983
-189,041
2292
$9.7M ﹤0.01%
397,149
-57,546
2293
$9.68M ﹤0.01%
870,177
+29,881
2294
$9.67M ﹤0.01%
376,417
+11,629
2295
$9.66M ﹤0.01%
647,668
+51,678
2296
$9.66M ﹤0.01%
452,904
+122,101
2297
$9.64M ﹤0.01%
298,541
+49,964
2298
$9.63M ﹤0.01%
217,548
-169,470
2299
$9.63M ﹤0.01%
786,069
+51,490
2300
$9.63M ﹤0.01%
189,072
-16,784
90 91
92
93 94