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
4026
$1.57M ﹤0.01%
90,901
-131,144
4027
$1.57M ﹤0.01%
+27,962
4028
$1.57M ﹤0.01%
80,697
+33,795
4029
$1.57M ﹤0.01%
79,617
-11,382
4030
$1.56M ﹤0.01%
90,468
+16,544
4031
$1.56M ﹤0.01%
39,692
+7,843
4032
$1.56M ﹤0.01%
132,237
-77,550
4033
$1.56M ﹤0.01%
113,959
-8,722
4034
$1.56M ﹤0.01%
118,976
+1,256
4035
$1.55M ﹤0.01%
116,385
+4,372
4036
$1.55M ﹤0.01%
235
-23
4037
$1.55M ﹤0.01%
104,327
+11,972
4038
$1.55M ﹤0.01%
30,536
-927
4039
$1.54M ﹤0.01%
16,591
-79,291
4040
$1.54M ﹤0.01%
35,943
+3,483
4041
$1.54M ﹤0.01%
23,987
+326
4042
$1.54M ﹤0.01%
43,946
+7,141
4043
$1.54M ﹤0.01%
150,870
+1,549
4044
$1.54M ﹤0.01%
31,847
+19,077
4045
$1.53M ﹤0.01%
116,331
-32,897
4046
$1.53M ﹤0.01%
167,396
-7,364
4047
$1.53M ﹤0.01%
34,626
-2,997
4048
$1.53M ﹤0.01%
48,972
+16,308
4049
$1.53M ﹤0.01%
48,362
+6,940
4050
$1.52M ﹤0.01%
49,388
-1,897
160 161
162
163 164