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
4301
$1.08M ﹤0.01%
17,781
+7,515
4302
$1.07M ﹤0.01%
82,448
+81,148
4303
$1.07M ﹤0.01%
33,622
+23,849
4304
$1.07M ﹤0.01%
43,636
-1,453
4305
$1.07M ﹤0.01%
33,036
-6,035
4306
$1.07M ﹤0.01%
249,609
+31,663
4307
$1.07M ﹤0.01%
22,583
-9,338
4308
$1.07M ﹤0.01%
4,132
+1,316
4309
$1.07M ﹤0.01%
62,234
-70,893
4310
$1.07M ﹤0.01%
64,598
-41,697
4311
$1.06M ﹤0.01%
409,210
-213,644
4312
$1.06M ﹤0.01%
7,934
+1,605
4313
$1.06M ﹤0.01%
88,824
-45,942
4314
$1.06M ﹤0.01%
231,758
-39,612
4315
$1.06M ﹤0.01%
8,024
+4,857
4316
$1.06M ﹤0.01%
29,204
+1,784
4317
$1.05M ﹤0.01%
104,234
+2,668
4318
$1.05M ﹤0.01%
29,726
-9,858
4319
$1.05M ﹤0.01%
144,505
+10,807
4320
$1.05M ﹤0.01%
145,468
+30,264
4321
$1.05M ﹤0.01%
25,198
+5,902
4322
$1.04M ﹤0.01%
48,577
+20,454
4323
$1.04M ﹤0.01%
19,719
-9,006
4324
$1.04M ﹤0.01%
4,368
+2,856
4325
$1.03M ﹤0.01%
115,468
-7,609
171 172
173
174 175