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
3126
$4.17M ﹤0.01%
112,071
+21,858
3127
$4.17M ﹤0.01%
93,521
-43,303
3128
$4.16M ﹤0.01%
85,335
-5,403
3129
$4.16M ﹤0.01%
138,082
+40,903
3130
$4.16M ﹤0.01%
278,813
-17,527
3131
$4.15M ﹤0.01%
246,210
+19,803
3132
$4.15M ﹤0.01%
161,449
+7,008
3133
$4.14M ﹤0.01%
164,976
+13,498
3134
$4.13M ﹤0.01%
177,791
+83,716
3135
$4.13M ﹤0.01%
156,413
-95,335
3136
$4.12M ﹤0.01%
91,268
-33,107
3137
$4.12M ﹤0.01%
92,545
+15,078
3138
$4.12M ﹤0.01%
76,809
+5,067
3139
$4.11M ﹤0.01%
275,072
+214,798
3140
$4.11M ﹤0.01%
100,816
+6,336
3141
$4.11M ﹤0.01%
221,484
+69,954
3142
$4.1M ﹤0.01%
424,400
+82,957
3143
$4.1M ﹤0.01%
98,148
-12,695
3144
$4.1M ﹤0.01%
235,103
+13,945
3145
$4.08M ﹤0.01%
158,885
-16,336
3146
$4.07M ﹤0.01%
90,749
-220,705
3147
$4.07M ﹤0.01%
258,591
-6,798
3148
$4.07M ﹤0.01%
109,397
+2,420
3149
$4.05M ﹤0.01%
70,194
-9,189
3150
$4.05M ﹤0.01%
41,927
-70,191
124 125
126
127 128