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
4251
$1.19M ﹤0.01%
61,072
-6,716
4252
$1.19M ﹤0.01%
39,252
-11,673
4253
$1.19M ﹤0.01%
23,979
+200
4254
$1.18M ﹤0.01%
36,979
+7,587
4255
$1.18M ﹤0.01%
1,596
-386
4256
$1.17M ﹤0.01%
76,755
+5,933
4257
$1.17M ﹤0.01%
53,253
-2,527
4258
$1.17M ﹤0.01%
20,796
+205
4259
$1.17M ﹤0.01%
1,299
+131
4260
$1.16M ﹤0.01%
76,937
-4,910
4261
$1.16M ﹤0.01%
72,043
-29,030
4262
$1.16M ﹤0.01%
56,692
+1,043
4263
$1.16M ﹤0.01%
78,653
+1,548
4264
$1.15M ﹤0.01%
74,096
+1
4265
$1.15M ﹤0.01%
41,524
-58,040
4266
$1.15M ﹤0.01%
13,274
-7,727
4267
$1.14M ﹤0.01%
47,103
-34,272
4268
$1.14M ﹤0.01%
+67,618
4269
$1.14M ﹤0.01%
49,628
+9,357
4270
$1.13M ﹤0.01%
43,706
-3,800
4271
$1.13M ﹤0.01%
72,558
-8
4272
$1.13M ﹤0.01%
65,859
-28,340
4273
$1.13M ﹤0.01%
41,725
+29,021
4274
$1.13M ﹤0.01%
19,547
-19,066
4275
$1.12M ﹤0.01%
71,629
+39,467
169 170
171
172 173