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
3551
$2.65M ﹤0.01%
93,908
-144,820
3552
$2.64M ﹤0.01%
69,484
+358
3553
$2.64M ﹤0.01%
131,381
-4,754
3554
$2.63M ﹤0.01%
193,065
+13,415
3555
$2.63M ﹤0.01%
162,944
-52
3556
$2.63M ﹤0.01%
145,381
-41,407
3557
$2.63M ﹤0.01%
60,253
+36,314
3558
$2.63M ﹤0.01%
256,285
+47,750
3559
$2.63M ﹤0.01%
57,351
+6,963
3560
$2.62M ﹤0.01%
203,685
+1,133
3561
$2.62M ﹤0.01%
125,515
-60,572
3562
$2.61M ﹤0.01%
421,601
+94,353
3563
$2.61M ﹤0.01%
33,053
-79,480
3564
$2.61M ﹤0.01%
135,640
+88,783
3565
$2.61M ﹤0.01%
105,095
+2,212
3566
$2.59M ﹤0.01%
36,533
-26,099
3567
$2.59M ﹤0.01%
112,574
+29,100
3568
$2.58M ﹤0.01%
46,098
-25,607
3569
$2.58M ﹤0.01%
62,914
+17,947
3570
$2.58M ﹤0.01%
49,140
-27,367
3571
$2.58M ﹤0.01%
69,279
+21,252
3572
$2.57M ﹤0.01%
161,927
-40,282
3573
$2.57M ﹤0.01%
50,423
+35,396
3574
$2.57M ﹤0.01%
118,281
-17,987
3575
$2.57M ﹤0.01%
42,059
+876
141 142
143
144 145