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
3026
$4.5M ﹤0.01%
379,989
-77,918
3027
$4.5M ﹤0.01%
226,624
+55,847
3028
$4.5M ﹤0.01%
62,660
-42,123
3029
$4.48M ﹤0.01%
74,367
+39,661
3030
$4.48M ﹤0.01%
317,352
-102,589
3031
$4.48M ﹤0.01%
45,195
+5,459
3032
$4.48M ﹤0.01%
64,728
+20,968
3033
$4.48M ﹤0.01%
219,423
+20,823
3034
$4.47M ﹤0.01%
270,367
+91,730
3035
$4.47M ﹤0.01%
83,334
-106
3036
$4.47M ﹤0.01%
115,731
-28,301
3037
$4.47M ﹤0.01%
349,055
-11,252
3038
$4.47M ﹤0.01%
569,152
+52,691
3039
$4.46M ﹤0.01%
133,265
-13,433
3040
$4.46M ﹤0.01%
103,498
-594
3041
$4.46M ﹤0.01%
75,138
-11,849
3042
$4.46M ﹤0.01%
199,557
-467
3043
$4.45M ﹤0.01%
117,646
+8,979
3044
$4.44M ﹤0.01%
418,241
-144,647
3045
$4.44M ﹤0.01%
329,927
-90,655
3046
$4.44M ﹤0.01%
81,777
-11,367
3047
$4.43M ﹤0.01%
288,872
+76,184
3048
$4.43M ﹤0.01%
164,386
+70,323
3049
$4.43M ﹤0.01%
124,812
+96,666
3050
$4.43M ﹤0.01%
709,763
+38,177
120 121
122
123 124