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
2351
$9.15M ﹤0.01%
185,826
+40,932
2352
$9.1M ﹤0.01%
158,282
-157,787
2353
$9.07M ﹤0.01%
607,356
+44,020
2354
$9.07M ﹤0.01%
559,261
+45,038
2355
$9.06M ﹤0.01%
1,725,675
+2,085
2356
$9.06M ﹤0.01%
2,197,887
+1,037,389
2357
$9.05M ﹤0.01%
811,844
+18,964
2358
$9.04M ﹤0.01%
801,863
+63,340
2359
$9.02M ﹤0.01%
249,377
+53,597
2360
$9.02M ﹤0.01%
133,975
+60,240
2361
$9.01M ﹤0.01%
206,830
+62,141
2362
$9M ﹤0.01%
585,061
+529,111
2363
$8.99M ﹤0.01%
473,885
-58,347
2364
$8.99M ﹤0.01%
149,689
+98,337
2365
$8.99M ﹤0.01%
196,006
+14,275
2366
$8.98M ﹤0.01%
207,597
+45,264
2367
$8.97M ﹤0.01%
182,447
+3,715
2368
$8.96M ﹤0.01%
489,357
+206,565
2369
$8.95M ﹤0.01%
356,179
-582,758
2370
$8.95M ﹤0.01%
89,149
-37,645
2371
$8.95M ﹤0.01%
857,846
+42,001
2372
$8.93M ﹤0.01%
278,129
-227,037
2373
$8.93M ﹤0.01%
513,156
-51,797
2374
$8.91M ﹤0.01%
1,563,192
-222,559
2375
$8.89M ﹤0.01%
94,385
+46,861
93 94
95
96 97