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
4376
$976K ﹤0.01%
48,201
+12,093
4377
$976K ﹤0.01%
55,739
+7,258
4378
$975K ﹤0.01%
45,753
-15,335
4379
$974K ﹤0.01%
9,831
-8,837
4380
$969K ﹤0.01%
107,961
+17,152
4381
$968K ﹤0.01%
123,351
+11,499
4382
$968K ﹤0.01%
70,166
-663
4383
$966K ﹤0.01%
61,746
-170,256
4384
$964K ﹤0.01%
33,467
-19,197
4385
$962K ﹤0.01%
87,917
-27,220
4386
$961K ﹤0.01%
125,617
+67,464
4387
$961K ﹤0.01%
76,556
-4,314
4388
$960K ﹤0.01%
52,100
+18,567
4389
$957K ﹤0.01%
53,578
-65,886
4390
$956K ﹤0.01%
46,464
-4,234
4391
$953K ﹤0.01%
53,047
+21,878
4392
$952K ﹤0.01%
40,741
-9,231
4393
$951K ﹤0.01%
121,015
+88,505
4394
$949K ﹤0.01%
3,013
-2,911
4395
$947K ﹤0.01%
67,757
+11,664
4396
$947K ﹤0.01%
90,506
+38,266
4397
$946K ﹤0.01%
10,945
-4,064
4398
$943K ﹤0.01%
4,781
-5,273
4399
$941K ﹤0.01%
+27,098
4400
$941K ﹤0.01%
100,071
+41,662
174 175
176
177 178