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
3151
$4.05M ﹤0.01%
27,562
+1,936
3152
$4.05M ﹤0.01%
67,123
-26,522
3153
$4.05M ﹤0.01%
37,710
-5,362
3154
$4.04M ﹤0.01%
84,282
+21,607
3155
$4.04M ﹤0.01%
266,409
-23,846
3156
$4.04M ﹤0.01%
336,167
-6,214
3157
$4.04M ﹤0.01%
220,908
+62,848
3158
$4.04M ﹤0.01%
169,272
-29,202
3159
$4.03M ﹤0.01%
196,351
-19,583
3160
$4.03M ﹤0.01%
71,891
+18,723
3161
$4.03M ﹤0.01%
156,873
+35,367
3162
$4.03M ﹤0.01%
55,398
-21,296
3163
$4.03M ﹤0.01%
245,583
+8,650
3164
$4.03M ﹤0.01%
201,171
+7,209
3165
$4.03M ﹤0.01%
315,218
+23,691
3166
$4.02M ﹤0.01%
104,535
+13,434
3167
$4.02M ﹤0.01%
62,752
+37,944
3168
$4.02M ﹤0.01%
251,469
+114,133
3169
$4.01M ﹤0.01%
71,894
-21,284
3170
$4M ﹤0.01%
69,010
+28,800
3171
$4M ﹤0.01%
332,246
+25,106
3172
$4M ﹤0.01%
154,338
-66,082
3173
$3.99M ﹤0.01%
246,630
+51,588
3174
$3.99M ﹤0.01%
47,605
-13,142
3175
$3.98M ﹤0.01%
376,756
+60,373
125 126
127
128 129