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
4351
$1.01M ﹤0.01%
34,051
+12,768
4352
$1.01M ﹤0.01%
35,112
+3,820
4353
$1.01M ﹤0.01%
26,944
+15,382
4354
$1M ﹤0.01%
25,120
+531
4355
$1M ﹤0.01%
66,076
+19,117
4356
$1M ﹤0.01%
21,638
+16,159
4357
$1M ﹤0.01%
73,775
+20,572
4358
$1M ﹤0.01%
127,410
+6,374
4359
$1M ﹤0.01%
72,260
+17,149
4360
$1M ﹤0.01%
67,210
+1,821
4361
$997K ﹤0.01%
66,230
-6,876
4362
$992K ﹤0.01%
39,080
+6,111
4363
$991K ﹤0.01%
16,217
+3,934
4364
$987K ﹤0.01%
40,134
-33,649
4365
$986K ﹤0.01%
171,145
+29,620
4366
$986K ﹤0.01%
83,103
-7,188
4367
$986K ﹤0.01%
52,860
+51,160
4368
$983K ﹤0.01%
9,312
-3,404
4369
$982K ﹤0.01%
29,741
-1,118
4370
$979K ﹤0.01%
126,685
+6,168
4371
$979K ﹤0.01%
34,953
-8,717
4372
$977K ﹤0.01%
25,537
+9,362
4373
$977K ﹤0.01%
48,630
+4,802
4374
$977K ﹤0.01%
320,092
+115,994
4375
$977K ﹤0.01%
20,990
-1,099
173 174
175
176 177