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
4176
$1.31M ﹤0.01%
77,754
+3,285
4177
$1.31M ﹤0.01%
115,579
-23,297
4178
$1.31M ﹤0.01%
64,198
+4,262
4179
$1.31M ﹤0.01%
54,790
+12,297
4180
$1.31M ﹤0.01%
12,507
-1,551
4181
$1.31M ﹤0.01%
89,497
+15,502
4182
$1.31M ﹤0.01%
52,294
-24,695
4183
$1.3M ﹤0.01%
10,653
+2,113
4184
$1.3M ﹤0.01%
142,326
-6,489
4185
$1.3M ﹤0.01%
117,658
-12,966
4186
$1.3M ﹤0.01%
104,663
+4,025
4187
$1.29M ﹤0.01%
43,273
+29,491
4188
$1.29M ﹤0.01%
52,633
+14,679
4189
$1.29M ﹤0.01%
51,532
-136,611
4190
$1.28M ﹤0.01%
104,371
+32,557
4191
$1.28M ﹤0.01%
89,143
+2,399
4192
$1.28M ﹤0.01%
40,289
+11,319
4193
$1.28M ﹤0.01%
2,778
-504
4194
$1.28M ﹤0.01%
108,896
+1,618
4195
$1.27M ﹤0.01%
96,594
+72,395
4196
$1.27M ﹤0.01%
93,971
+27,730
4197
$1.27M ﹤0.01%
51,924
+1,888
4198
$1.27M ﹤0.01%
51,884
-5,184
4199
$1.27M ﹤0.01%
5,971
-796
4200
$1.27M ﹤0.01%
43,690
-54,341
166 167
168
169 170