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
4451
$868K ﹤0.01%
190,934
-137,288
4452
$868K ﹤0.01%
1,887,500
+1,708,484
4453
$868K ﹤0.01%
27,912
+8,848
4454
$866K ﹤0.01%
24,324
+13,839
4455
$865K ﹤0.01%
26,652
-17,448
4456
$865K ﹤0.01%
123,527
+4,831
4457
$865K ﹤0.01%
41,469
+19,869
4458
$863K ﹤0.01%
253,928
-15,554
4459
$854K ﹤0.01%
+8,878
4460
$853K ﹤0.01%
52,283
-47,340
4461
$852K ﹤0.01%
16,385
-54,813
4462
$851K ﹤0.01%
32,978
+13,004
4463
$851K ﹤0.01%
+2,987
4464
$850K ﹤0.01%
66,802
-9,384
4465
$849K ﹤0.01%
35,171
-227,826
4466
$849K ﹤0.01%
20,808
+215
4467
$845K ﹤0.01%
177,082
-263,494
4468
$844K ﹤0.01%
34,527
+1,353
4469
$844K ﹤0.01%
63,040
+60,440
4470
$843K ﹤0.01%
28,588
+4
4471
$841K ﹤0.01%
218,492
+146,780
4472
$841K ﹤0.01%
28,546
+7,990
4473
$840K ﹤0.01%
23,297
-3,955
4474
$837K ﹤0.01%
200,633
+48,685
4475
$837K ﹤0.01%
93,681
-146,161
177 178
179
180 181