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
3976
$1.67M ﹤0.01%
270,288
-128,782
3977
$1.67M ﹤0.01%
72,835
-2,707
3978
$1.67M ﹤0.01%
51,322
+30,783
3979
$1.67M ﹤0.01%
123,469
+28,937
3980
$1.67M ﹤0.01%
36,638
+31,502
3981
$1.66M ﹤0.01%
33,212
-11,129
3982
$1.65M ﹤0.01%
79,705
-237,410
3983
$1.65M ﹤0.01%
69,145
+10,225
3984
$1.65M ﹤0.01%
118,360
-21,607
3985
$1.64M ﹤0.01%
169,100
+125,989
3986
$1.64M ﹤0.01%
71,409
-147,590
3987
$1.64M ﹤0.01%
207,640
-22,293
3988
$1.64M ﹤0.01%
108,081
+17
3989
$1.64M ﹤0.01%
63,979
+20,961
3990
$1.64M ﹤0.01%
60,557
+14,162
3991
$1.63M ﹤0.01%
116,783
+10,000
3992
$1.63M ﹤0.01%
168,223
+27,890
3993
$1.63M ﹤0.01%
368,086
+82,387
3994
$1.63M ﹤0.01%
75,674
-2,631
3995
$1.63M ﹤0.01%
58,178
-965
3996
$1.63M ﹤0.01%
119,132
+79,789
3997
$1.63M ﹤0.01%
125,154
+50,464
3998
$1.62M ﹤0.01%
147,740
-134,174
3999
$1.62M ﹤0.01%
19,788
+4,479
4000
$1.62M ﹤0.01%
56,569
-17,494
158 159
160
161 162