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
4501
$800K ﹤0.01%
34,116
+12,277
4502
$799K ﹤0.01%
42,736
+12,436
4503
$798K ﹤0.01%
32,725
+10,512
4504
$797K ﹤0.01%
52,548
-40,801
4505
$797K ﹤0.01%
42,053
-724
4506
$794K ﹤0.01%
56,871
-105,954
4507
$794K ﹤0.01%
45,041
+4,853
4508
$794K ﹤0.01%
21,155
+13,061
4509
$793K ﹤0.01%
58,160
+45,408
4510
$793K ﹤0.01%
32,805
+3,936
4511
$791K ﹤0.01%
29,338
+17,881
4512
$791K ﹤0.01%
55,932
+41,863
4513
$788K ﹤0.01%
32,799
+16,027
4514
$787K ﹤0.01%
56,288
-4,553
4515
$786K ﹤0.01%
22,037
-16,075
4516
$785K ﹤0.01%
48,255
-6,243
4517
$785K ﹤0.01%
+31,815
4518
$782K ﹤0.01%
65,154
-73,141
4519
$782K ﹤0.01%
47,502
-1,105
4520
$780K ﹤0.01%
93,161
+54,219
4521
$778K ﹤0.01%
83,788
-2,910
4522
$777K ﹤0.01%
284,262
-69,796
4523
$777K ﹤0.01%
180,113
-13,771
4524
$776K ﹤0.01%
28,364
+11,664
4525
$774K ﹤0.01%
44,034
+2,310
179 180
181
182 183