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
4201
$1.26M ﹤0.01%
36,760
+13,697
4202
$1.26M ﹤0.01%
442,408
+270,079
4203
$1.26M ﹤0.01%
56,538
-14,513
4204
$1.26M ﹤0.01%
93,860
-25,714
4205
$1.26M ﹤0.01%
66,890
+8,558
4206
$1.26M ﹤0.01%
28,078
-1,462
4207
$1.26M ﹤0.01%
184,956
+111,160
4208
$1.26M ﹤0.01%
17,093
-2,429
4209
$1.25M ﹤0.01%
147,097
-33,897
4210
$1.25M ﹤0.01%
147,114
-4,411
4211
$1.25M ﹤0.01%
122,447
+31,108
4212
$1.25M ﹤0.01%
85,624
+45,369
4213
$1.25M ﹤0.01%
80,479
+2,111
4214
$1.24M ﹤0.01%
52,912
+6,931
4215
$1.24M ﹤0.01%
206,539
+93,150
4216
$1.24M ﹤0.01%
50,242
+10,622
4217
$1.24M ﹤0.01%
40,318
-30,308
4218
$1.24M ﹤0.01%
59,460
+2,505
4219
$1.24M ﹤0.01%
116,006
+21,322
4220
$1.24M ﹤0.01%
72,883
-10,766
4221
$1.24M ﹤0.01%
46,869
-8,161
4222
$1.24M ﹤0.01%
22,210
+173
4223
$1.24M ﹤0.01%
24,336
+7,427
4224
$1.23M ﹤0.01%
490,416
+166,475
4225
$1.23M ﹤0.01%
8,284
+1,995
167 168
169
170 171