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
3801
$2.04M ﹤0.01%
60,444
-13,697
3802
$2.04M ﹤0.01%
38,824
+8,003
3803
$2.04M ﹤0.01%
355,763
-7,919
3804
$2.04M ﹤0.01%
79,957
-83,197
3805
$2.04M ﹤0.01%
186,704
+1,440
3806
$2.03M ﹤0.01%
161,962
+9,815
3807
$2.03M ﹤0.01%
39,282
+17,068
3808
$2.03M ﹤0.01%
94,088
+53,811
3809
$2.03M ﹤0.01%
94,482
-10,268
3810
$2.03M ﹤0.01%
93,762
+15,201
3811
$2.03M ﹤0.01%
87,419
+18,566
3812
$2.02M ﹤0.01%
154,873
+14,365
3813
$2.02M ﹤0.01%
363,997
-123,883
3814
$2.02M ﹤0.01%
36,063
-34,429
3815
$2.02M ﹤0.01%
76,402
+54,945
3816
$2.02M ﹤0.01%
274,065
-147,692
3817
$2.01M ﹤0.01%
80,561
-192,906
3818
$2.01M ﹤0.01%
90,205
+8,508
3819
$2.01M ﹤0.01%
79,456
+5,221
3820
$2.01M ﹤0.01%
48,591
+17,972
3821
$2.01M ﹤0.01%
12,640
+1,113
3822
$2M ﹤0.01%
81,390
+17,716
3823
$2M ﹤0.01%
152,130
-88,292
3824
$2M ﹤0.01%
43,895
+7,734
3825
$2M ﹤0.01%
86,282
-50,733
151 152
153
154 155