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
4426
$902K ﹤0.01%
16,484
+213
4427
$902K ﹤0.01%
33,077
+29,339
4428
$901K ﹤0.01%
27,584
+20,962
4429
$901K ﹤0.01%
18,855
+4,893
4430
$900K ﹤0.01%
72,593
+50,056
4431
$898K ﹤0.01%
42,791
+14,189
4432
$896K ﹤0.01%
70,705
+937
4433
$894K ﹤0.01%
31,851
+30,654
4434
$893K ﹤0.01%
27,312
+22,613
4435
$892K ﹤0.01%
15,350
4436
$887K ﹤0.01%
102,081
+11,773
4437
$884K ﹤0.01%
116,892
-165,346
4438
$884K ﹤0.01%
40,975
-125,926
4439
$884K ﹤0.01%
85,547
+53,590
4440
$882K ﹤0.01%
64,404
-62,422
4441
$879K ﹤0.01%
33,497
+33,471
4442
$879K ﹤0.01%
4,623
+90
4443
$879K ﹤0.01%
15,984
+4,222
4444
$878K ﹤0.01%
80,599
+20,910
4445
$875K ﹤0.01%
49,115
+40,644
4446
$875K ﹤0.01%
40,565
+2,620
4447
$874K ﹤0.01%
51,155
+41,965
4448
$874K ﹤0.01%
56,380
+35,237
4449
$871K ﹤0.01%
12,157
+1,362
4450
$869K ﹤0.01%
52,179
+15,817
176 177
178
179 180