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
4001
$1.62M ﹤0.01%
18,142
-332
4002
$1.62M ﹤0.01%
42,873
-6,215
4003
$1.61M ﹤0.01%
46,312
-27,920
4004
$1.61M ﹤0.01%
126,432
-321,225
4005
$1.61M ﹤0.01%
59,750
+55,403
4006
$1.61M ﹤0.01%
180,907
+44,115
4007
$1.6M ﹤0.01%
+24,220
4008
$1.6M ﹤0.01%
113,753
-65,472
4009
$1.6M ﹤0.01%
128,402
+53,237
4010
$1.6M ﹤0.01%
14,964
-1,943
4011
$1.6M ﹤0.01%
37,592
+13,995
4012
$1.6M ﹤0.01%
72,206
-49,650
4013
$1.59M ﹤0.01%
29,575
-20,234
4014
$1.59M ﹤0.01%
18,031
+3,421
4015
$1.59M ﹤0.01%
84,056
+1,796
4016
$1.59M ﹤0.01%
33,995
+3,155
4017
$1.59M ﹤0.01%
143,365
-2,381
4018
$1.59M ﹤0.01%
94,732
+3,265
4019
$1.59M ﹤0.01%
121,588
-10,163
4020
$1.59M ﹤0.01%
64,676
+24,474
4021
$1.58M ﹤0.01%
92,937
+8,977
4022
$1.58M ﹤0.01%
64,855
+18,548
4023
$1.58M ﹤0.01%
59,030
-20,883
4024
$1.58M ﹤0.01%
21,705
+978
4025
$1.57M ﹤0.01%
30,278
-32,689
159 160
161
162 163