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
4551
$737K ﹤0.01%
11,000
+1,362
4552
$736K ﹤0.01%
83,943
+15,179
4553
$736K ﹤0.01%
50,147
+5,410
4554
$734K ﹤0.01%
28,341
-341
4555
$734K ﹤0.01%
23,187
+17,843
4556
$733K ﹤0.01%
78,416
+29,643
4557
$732K ﹤0.01%
170,765
+100,652
4558
$731K ﹤0.01%
67,262
-1,398
4559
$730K ﹤0.01%
21,624
+11,533
4560
$730K ﹤0.01%
28,495
-4,179
4561
$730K ﹤0.01%
97,960
-14,451
4562
$726K ﹤0.01%
13,562
+6,925
4563
$725K ﹤0.01%
205,195
+9,151
4564
$725K ﹤0.01%
21,010
-2,148
4565
$723K ﹤0.01%
40,743
-21,596
4566
$722K ﹤0.01%
20,453
-7,840
4567
$722K ﹤0.01%
25,094
+5,439
4568
$722K ﹤0.01%
63,595
+20,790
4569
$720K ﹤0.01%
1,067
+430
4570
$715K ﹤0.01%
101,714
+40,112
4571
$715K ﹤0.01%
25,429
+1,197
4572
$715K ﹤0.01%
23,969
-7,630
4573
$714K ﹤0.01%
31,900
-42,841
4574
$714K ﹤0.01%
36,997
+20,945
4575
$713K ﹤0.01%
31,561
-602,082
181 182
183
184 185