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
4576
$713K ﹤0.01%
73,232
-268,846
4577
$713K ﹤0.01%
61,676
-270
4578
$713K ﹤0.01%
36,003
-3,148
4579
$710K ﹤0.01%
16,885
+8,947
4580
$708K ﹤0.01%
1,660
+209
4581
$708K ﹤0.01%
47,338
+6,666
4582
$707K ﹤0.01%
7,234
+2,252
4583
$707K ﹤0.01%
+26,078
4584
$706K ﹤0.01%
39,538
-5,138
4585
$706K ﹤0.01%
34,097
+2,719
4586
$705K ﹤0.01%
82,466
+64,472
4587
$705K ﹤0.01%
36,733
+9,354
4588
$703K ﹤0.01%
183,097
-54,017
4589
$703K ﹤0.01%
18,714
-25,794
4590
$702K ﹤0.01%
32,926
-7,510
4591
$701K ﹤0.01%
26,232
+6,578
4592
$701K ﹤0.01%
51,565
+10,926
4593
$700K ﹤0.01%
62,632
+39,026
4594
$697K ﹤0.01%
115,322
+38,562
4595
$693K ﹤0.01%
38,770
-708,952
4596
$693K ﹤0.01%
186,541
+23,154
4597
$691K ﹤0.01%
3,218
-415
4598
$691K ﹤0.01%
105,261
-83,056
4599
$690K ﹤0.01%
130,179
-136,101
4600
$690K ﹤0.01%
14,890
-1,317
182 183
184
185 186