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
3451
$2.94M ﹤0.01%
149,706
+15,971
3452
$2.94M ﹤0.01%
131,413
-84,079
3453
$2.94M ﹤0.01%
80,353
-161
3454
$2.94M ﹤0.01%
75,722
-164,312
3455
$2.94M ﹤0.01%
108,377
-8,332
3456
$2.93M ﹤0.01%
47,801
+6,850
3457
$2.93M ﹤0.01%
135,213
-27,152
3458
$2.93M ﹤0.01%
129,448
+5,229
3459
$2.93M ﹤0.01%
28,369
+7,958
3460
$2.93M ﹤0.01%
30,564
-16,727
3461
$2.92M ﹤0.01%
78,176
+12,649
3462
$2.92M ﹤0.01%
185,268
+107,656
3463
$2.92M ﹤0.01%
57,068
+29,503
3464
$2.91M ﹤0.01%
90,319
+2,986
3465
$2.91M ﹤0.01%
182,601
+55,667
3466
$2.91M ﹤0.01%
189,609
-144,639
3467
$2.91M ﹤0.01%
174,573
+10,278
3468
$2.9M ﹤0.01%
132,678
-110,298
3469
$2.9M ﹤0.01%
247,914
+122,699
3470
$2.9M ﹤0.01%
113,228
-29,064
3471
$2.89M ﹤0.01%
51,898
+4,517
3472
$2.89M ﹤0.01%
118,038
-18,892
3473
$2.88M ﹤0.01%
96,962
+6,088
3474
$2.88M ﹤0.01%
102,662
-21,919
3475
$2.88M ﹤0.01%
53,633
-539
137 138
139
140 141