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
3576
$2.57M ﹤0.01%
19,504
-12,002
3577
$2.57M ﹤0.01%
154,577
+30,545
3578
$2.57M ﹤0.01%
170,694
+6,808
3579
$2.56M ﹤0.01%
44,753
+6,461
3580
$2.55M ﹤0.01%
166,136
-612,659
3581
$2.55M ﹤0.01%
89,272
+88,868
3582
$2.55M ﹤0.01%
120,186
+2,333
3583
$2.55M ﹤0.01%
29,212
-2,621
3584
$2.55M ﹤0.01%
70,955
+42,329
3585
$2.54M ﹤0.01%
1,552
+76
3586
$2.54M ﹤0.01%
250,089
+34,899
3587
$2.54M ﹤0.01%
158,156
-4,721
3588
$2.54M ﹤0.01%
73,686
-60,000
3589
$2.54M ﹤0.01%
39,901
-31,051
3590
$2.54M ﹤0.01%
59,138
+18,666
3591
$2.53M ﹤0.01%
169,367
+17,033
3592
$2.53M ﹤0.01%
98,109
+16,237
3593
$2.53M ﹤0.01%
49,264
-48,818
3594
$2.52M ﹤0.01%
113,529
+58,424
3595
$2.51M ﹤0.01%
175,780
-503
3596
$2.51M ﹤0.01%
63,808
-56,318
3597
$2.51M ﹤0.01%
54,666
-42,806
3598
$2.51M ﹤0.01%
165,067
-13,107
3599
$2.5M ﹤0.01%
+99,589
3600
$2.5M ﹤0.01%
76,637
-162,012
142 143
144
145 146