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
4126
$1.39M ﹤0.01%
48,778
+9,917
4127
$1.39M ﹤0.01%
189,143
+70,684
4128
$1.39M ﹤0.01%
134,292
+74,640
4129
$1.39M ﹤0.01%
104,579
-3,709
4130
$1.39M ﹤0.01%
21,908
+6,266
4131
$1.39M ﹤0.01%
17,332
+263
4132
$1.39M ﹤0.01%
20,568
-20,900
4133
$1.39M ﹤0.01%
35,613
+21,157
4134
$1.38M ﹤0.01%
54,307
+2,047
4135
$1.38M ﹤0.01%
131,929
+73,857
4136
$1.38M ﹤0.01%
29,801
+3,873
4137
$1.38M ﹤0.01%
34,381
+20,804
4138
$1.37M ﹤0.01%
42,884
+9,674
4139
$1.37M ﹤0.01%
74,189
+11,822
4140
$1.37M ﹤0.01%
1,176
-1,282
4141
$1.37M ﹤0.01%
+61,512
4142
$1.36M ﹤0.01%
33,928
+12,597
4143
$1.36M ﹤0.01%
122,597
+48,255
4144
$1.36M ﹤0.01%
78,616
+937
4145
$1.36M ﹤0.01%
26,356
-6,326
4146
$1.36M ﹤0.01%
68,062
-676
4147
$1.36M ﹤0.01%
46,569
-13,245
4148
$1.35M ﹤0.01%
103,979
-10,909
4149
$1.35M ﹤0.01%
68,772
+16,321
4150
$1.35M ﹤0.01%
12,763
+6,141
164 165
166
167 168