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
4326
$1.03M ﹤0.01%
110,719
-1,442,078
4327
$1.03M ﹤0.01%
37,978
+4,785
4328
$1.03M ﹤0.01%
37,732
+10,230
4329
$1.03M ﹤0.01%
49,064
+5,379
4330
$1.03M ﹤0.01%
80,440
-4,418
4331
$1.03M ﹤0.01%
12,284
+2,464
4332
$1.03M ﹤0.01%
32,855
+28,260
4333
$1.03M ﹤0.01%
125,891
+9,336
4334
$1.03M ﹤0.01%
59,177
+473
4335
$1.03M ﹤0.01%
78,785
-3,466
4336
$1.02M ﹤0.01%
93,999
+7,078
4337
$1.02M ﹤0.01%
18,080
+7,381
4338
$1.02M ﹤0.01%
78,855
+16,437
4339
$1.02M ﹤0.01%
42,540
+18,561
4340
$1.02M ﹤0.01%
189,513
-350,941
4341
$1.02M ﹤0.01%
70,973
+35,583
4342
$1.02M ﹤0.01%
31,553
-5,951
4343
$1.02M ﹤0.01%
91,668
+6,908
4344
$1.02M ﹤0.01%
52,115
+9,922
4345
$1.02M ﹤0.01%
35,359
+8,774
4346
$1.01M ﹤0.01%
19,653
+11,992
4347
$1.01M ﹤0.01%
1,508
+167
4348
$1.01M ﹤0.01%
35,742
+1,435
4349
$1.01M ﹤0.01%
32,872
+19,146
4350
$1.01M ﹤0.01%
48,004
+8,549
172 173
174
175 176