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
2326
$9.35M ﹤0.01%
477,145
-33,295
2327
$9.35M ﹤0.01%
219,978
+154,953
2328
$9.34M ﹤0.01%
410,119
+107,112
2329
$9.34M ﹤0.01%
449,442
+199,266
2330
$9.33M ﹤0.01%
183,994
+23,756
2331
$9.33M ﹤0.01%
2,751,835
+2,333,732
2332
$9.32M ﹤0.01%
225,917
-16,418
2333
$9.32M ﹤0.01%
48,858
+38,560
2334
$9.31M ﹤0.01%
257,263
-59,472
2335
$9.29M ﹤0.01%
415,480
+1,243
2336
$9.29M ﹤0.01%
+345,984
2337
$9.28M ﹤0.01%
719,627
+172,231
2338
$9.26M ﹤0.01%
2,040,684
+572,899
2339
$9.26M ﹤0.01%
48,272
+40,295
2340
$9.25M ﹤0.01%
168,192
+2,782
2341
$9.23M ﹤0.01%
151,734
-63,226
2342
$9.21M ﹤0.01%
583,646
+116,725
2343
$9.2M ﹤0.01%
99,738
+55,761
2344
$9.2M ﹤0.01%
180,414
+37,217
2345
$9.2M ﹤0.01%
499,159
+37,223
2346
$9.2M ﹤0.01%
3,947,948
+1,643,129
2347
$9.19M ﹤0.01%
89,664
+29,106
2348
$9.18M ﹤0.01%
187,267
+104,989
2349
$9.17M ﹤0.01%
86,775
-49,242
2350
$9.16M ﹤0.01%
321,870
+56,213