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
3951
$1.74M ﹤0.01%
72,742
-28,007
3952
$1.74M ﹤0.01%
143,538
+11,082
3953
$1.74M ﹤0.01%
211,512
-25,751
3954
$1.74M ﹤0.01%
71,787
+29,028
3955
$1.73M ﹤0.01%
57,144
+123
3956
$1.73M ﹤0.01%
55,180
+4,952
3957
$1.73M ﹤0.01%
60,845
+18,420
3958
$1.73M ﹤0.01%
227
-64
3959
$1.73M ﹤0.01%
87,140
+8,338
3960
$1.72M ﹤0.01%
63,852
+11,666
3961
$1.71M ﹤0.01%
65,017
+2,764
3962
$1.7M ﹤0.01%
29,229
+10,823
3963
$1.7M ﹤0.01%
69,055
+13,184
3964
$1.7M ﹤0.01%
139,157
-35,191
3965
$1.7M ﹤0.01%
316,724
-7,994
3966
$1.7M ﹤0.01%
67,667
-300
3967
$1.69M ﹤0.01%
97,120
-7,366
3968
$1.69M ﹤0.01%
118,372
+36,825
3969
$1.69M ﹤0.01%
108,451
+58,642
3970
$1.68M ﹤0.01%
53,087
+22,592
3971
$1.68M ﹤0.01%
123,036
+43,568
3972
$1.68M ﹤0.01%
353,533
-26,007
3973
$1.68M ﹤0.01%
74,677
-79,651
3974
$1.67M ﹤0.01%
32,997
+9,419
3975
$1.67M ﹤0.01%
105,085
+12,231
157 158
159
160 161