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
3701
$2.25M ﹤0.01%
160,083
-35,677
3702
$2.25M ﹤0.01%
99,651
-5,232
3703
$2.24M ﹤0.01%
102,368
+28,394
3704
$2.24M ﹤0.01%
148,681
+61,683
3705
$2.24M ﹤0.01%
81,531
+70,052
3706
$2.24M ﹤0.01%
171,965
-26,425
3707
$2.24M ﹤0.01%
39,693
+4,894
3708
$2.23M ﹤0.01%
109,092
+11,635
3709
$2.23M ﹤0.01%
84,783
+14,379
3710
$2.23M ﹤0.01%
36,375
-16,522
3711
$2.23M ﹤0.01%
24,864
+4,111
3712
$2.23M ﹤0.01%
57,704
-14,752
3713
$2.23M ﹤0.01%
41,473
+21,291
3714
$2.23M ﹤0.01%
46,173
+8,629
3715
$2.22M ﹤0.01%
5,238
+1,069
3716
$2.22M ﹤0.01%
101,409
+3,378
3717
$2.22M ﹤0.01%
63,439
-7,629
3718
$2.21M ﹤0.01%
133,148
+57,611
3719
$2.21M ﹤0.01%
221,699
+216,099
3720
$2.21M ﹤0.01%
38,337
+25,048
3721
$2.21M ﹤0.01%
34,911
+7,744
3722
$2.2M ﹤0.01%
114,601
+59,752
3723
$2.2M ﹤0.01%
79,130
-145,167
3724
$2.2M ﹤0.01%
123,588
+18,646
3725
$2.19M ﹤0.01%
52,225
+35,197
147 148
149
150 151