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
3176
$3.98M ﹤0.01%
140,784
-5,610
3177
$3.97M ﹤0.01%
153,699
-4,075
3178
$3.97M ﹤0.01%
418,500
+81,428
3179
$3.96M ﹤0.01%
115,950
-253,141
3180
$3.96M ﹤0.01%
131,923
+31,710
3181
$3.96M ﹤0.01%
185,533
-56,091
3182
$3.96M ﹤0.01%
227,799
+1,206
3183
$3.95M ﹤0.01%
268,967
+106,844
3184
$3.95M ﹤0.01%
757,829
-127,857
3185
$3.95M ﹤0.01%
368,920
+78,365
3186
$3.95M ﹤0.01%
66,755
-1,949
3187
$3.94M ﹤0.01%
250,792
-2,244
3188
$3.91M ﹤0.01%
275,034
+177,472
3189
$3.9M ﹤0.01%
308,980
+12,020
3190
$3.9M ﹤0.01%
62,525
+316
3191
$3.89M ﹤0.01%
629,679
+53,400
3192
$3.89M ﹤0.01%
153,922
-3,525
3193
$3.88M ﹤0.01%
106,122
+33,244
3194
$3.88M ﹤0.01%
104,714
+31,909
3195
$3.88M ﹤0.01%
298,051
-90,675
3196
$3.88M ﹤0.01%
245,515
+10,830
3197
$3.87M ﹤0.01%
111,342
+6,866
3198
$3.87M ﹤0.01%
248,054
-21,893
3199
$3.87M ﹤0.01%
136,472
+69,338
3200
$3.87M ﹤0.01%
80,151
+10,061
126 127
128
129 130