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
4401
$939K ﹤0.01%
24,458
+15,712
4402
$937K ﹤0.01%
171,893
+15,243
4403
$936K ﹤0.01%
31,398
-591
4404
$935K ﹤0.01%
+29,224
4405
$933K ﹤0.01%
52,377
+40,348
4406
$933K ﹤0.01%
6,837
-2,321
4407
$933K ﹤0.01%
287,177
+58,794
4408
$930K ﹤0.01%
14,144
+527
4409
$927K ﹤0.01%
26,988
+3,892
4410
$927K ﹤0.01%
363,803
-62,060
4411
$924K ﹤0.01%
60,776
+10,935
4412
$924K ﹤0.01%
41,971
-4,162
4413
$923K ﹤0.01%
111,611
+58,262
4414
$922K ﹤0.01%
52,921
+38,750
4415
$920K ﹤0.01%
365,038
+266,264
4416
$920K ﹤0.01%
68,938
+20,694
4417
$919K ﹤0.01%
59,966
-33,419
4418
$918K ﹤0.01%
14,850
+2,431
4419
$916K ﹤0.01%
55,474
+20,747
4420
$915K ﹤0.01%
15,199
-68
4421
$911K ﹤0.01%
38,520
-239,034
4422
$909K ﹤0.01%
57,589
-2,337
4423
$905K ﹤0.01%
50,560
+24,876
4424
$905K ﹤0.01%
97,756
-7,593
4425
$904K ﹤0.01%
172,258
+70,285
175 176
177
178 179