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
4051
$1.52M ﹤0.01%
90,209
-1,279
4052
$1.52M ﹤0.01%
10,182
+1,238
4053
$1.52M ﹤0.01%
37,256
+10,270
4054
$1.52M ﹤0.01%
85,305
-62,576
4055
$1.52M ﹤0.01%
127,947
+9,583
4056
$1.52M ﹤0.01%
71,722
-48,941
4057
$1.52M ﹤0.01%
77,752
-18,200
4058
$1.51M ﹤0.01%
44,358
+15,076
4059
$1.51M ﹤0.01%
4,757
+1,408
4060
$1.51M ﹤0.01%
171,545
+19,721
4061
$1.51M ﹤0.01%
194,856
-65,019
4062
$1.51M ﹤0.01%
53,135
+9,951
4063
$1.51M ﹤0.01%
193,019
+140,709
4064
$1.5M ﹤0.01%
19,059
-2,251
4065
$1.5M ﹤0.01%
110,157
-266,825
4066
$1.5M ﹤0.01%
138,106
+19,066
4067
$1.5M ﹤0.01%
169,324
+11,770
4068
$1.5M ﹤0.01%
78,819
-8,328
4069
$1.5M ﹤0.01%
111,514
+6,235
4070
$1.49M ﹤0.01%
64,989
+20,129
4071
$1.49M ﹤0.01%
95,921
+83,561
4072
$1.49M ﹤0.01%
248,481
-2,208
4073
$1.49M ﹤0.01%
103,654
-17,157
4074
$1.49M ﹤0.01%
115,181
-1,294
4075
$1.48M ﹤0.01%
33,147
+9,339
161 162
163
164 165