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
4276
$1.12M ﹤0.01%
34,603
+569
4277
$1.12M ﹤0.01%
41,522
+20,937
4278
$1.12M ﹤0.01%
72,929
+1,826
4279
$1.12M ﹤0.01%
145,796
+25,646
4280
$1.11M ﹤0.01%
74,550
+26
4281
$1.11M ﹤0.01%
42,903
-67,767
4282
$1.11M ﹤0.01%
674
+141
4283
$1.11M ﹤0.01%
80,935
+744
4284
$1.1M ﹤0.01%
125,633
-62,137
4285
$1.1M ﹤0.01%
80,510
-334,478
4286
$1.1M ﹤0.01%
55,371
+45,293
4287
$1.1M ﹤0.01%
14,676
+2,493
4288
$1.1M ﹤0.01%
17,073
+10,560
4289
$1.1M ﹤0.01%
140,278
-45,121
4290
$1.1M ﹤0.01%
165,893
+10,476
4291
$1.1M ﹤0.01%
9,834
+7,654
4292
$1.09M ﹤0.01%
67,914
-15,970
4293
$1.09M ﹤0.01%
84,521
-17,281
4294
$1.09M ﹤0.01%
18,363
-7,018
4295
$1.09M ﹤0.01%
7,972
-12,099
4296
$1.09M ﹤0.01%
114,100
-19,054
4297
$1.08M ﹤0.01%
73,552
-10,259
4298
$1.08M ﹤0.01%
72,468
-7,968
4299
$1.08M ﹤0.01%
45,884
-9,542
4300
$1.08M ﹤0.01%
90,359
+57,836
170 171
172
173 174