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
2426
$8.46M ﹤0.01%
445,020
+11,027
2427
$8.46M ﹤0.01%
135,029
+47,054
2428
$8.46M ﹤0.01%
734,839
+67,570
2429
$8.46M ﹤0.01%
139,393
+16,857
2430
$8.45M ﹤0.01%
987,485
+390,274
2431
$8.45M ﹤0.01%
368,442
+209,361
2432
$8.45M ﹤0.01%
437,284
-65,291
2433
$8.44M ﹤0.01%
254,869
+71,205
2434
$8.44M ﹤0.01%
178,605
+65,876
2435
$8.42M ﹤0.01%
275,825
+52,367
2436
$8.41M ﹤0.01%
82,612
+6,369
2437
$8.41M ﹤0.01%
586,248
+257,030
2438
$8.4M ﹤0.01%
1,033,127
+575,117
2439
$8.39M ﹤0.01%
277,176
+80,871
2440
$8.39M ﹤0.01%
104,460
+8,850
2441
$8.38M ﹤0.01%
764,950
+8,495
2442
$8.38M ﹤0.01%
184,305
-35,589
2443
$8.37M ﹤0.01%
182,096
+90,897
2444
$8.37M ﹤0.01%
539,048
-231,996
2445
$8.36M ﹤0.01%
173,844
+2,827
2446
$8.34M ﹤0.01%
268,626
+140,381
2447
$8.33M ﹤0.01%
328,620
+6,084
2448
$8.28M ﹤0.01%
292,984
+222,949
2449
$8.27M ﹤0.01%
8,984
-533
2450
$8.27M ﹤0.01%
125,301
-71,049
96 97
98
99 100