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
4076
$1.48M ﹤0.01%
423,098
+28,534
4077
$1.48M ﹤0.01%
167,098
-81,672
4078
$1.48M ﹤0.01%
164,753
-61,948
4079
$1.48M ﹤0.01%
34,220
+12,781
4080
$1.48M ﹤0.01%
89,471
-42,979
4081
$1.48M ﹤0.01%
25,607
+1,520
4082
$1.47M ﹤0.01%
+55,542
4083
$1.47M ﹤0.01%
128,847
+39,649
4084
$1.47M ﹤0.01%
1,247,724
+418,488
4085
$1.47M ﹤0.01%
103,967
+29,825
4086
$1.47M ﹤0.01%
126,157
-8,459
4087
$1.47M ﹤0.01%
72,656
-9,986
4088
$1.47M ﹤0.01%
173,145
-4,417
4089
$1.47M ﹤0.01%
20,902
-1,378
4090
$1.47M ﹤0.01%
38,888
-342
4091
$1.46M ﹤0.01%
133,042
+65,361
4092
$1.46M ﹤0.01%
295,327
+106,948
4093
$1.46M ﹤0.01%
95,892
-36,927
4094
$1.46M ﹤0.01%
45,617
-332
4095
$1.46M ﹤0.01%
374,716
+110,295
4096
$1.46M ﹤0.01%
531,588
+176,884
4097
$1.46M ﹤0.01%
25,861
+24,273
4098
$1.44M ﹤0.01%
38,714
-6,613
4099
$1.44M ﹤0.01%
80,237
+8,079
4100
$1.44M ﹤0.01%
50,021
+7,003
162 163
164
165 166