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
4651
$631K ﹤0.01%
30,627
+4,359
4652
$630K ﹤0.01%
18,278
-6,933
4653
$629K ﹤0.01%
23,956
+6,350
4654
$627K ﹤0.01%
47,421
+2,739
4655
$625K ﹤0.01%
17,406
+4,330
4656
$625K ﹤0.01%
41,745
+11,841
4657
$625K ﹤0.01%
244,886
-149,759
4658
$624K ﹤0.01%
37,702
+4,798
4659
$624K ﹤0.01%
34,487
-213,083
4660
$624K ﹤0.01%
9,943
+2,080
4661
$623K ﹤0.01%
50,038
-400
4662
$620K ﹤0.01%
53,209
-4,398
4663
$620K ﹤0.01%
31,677
+3,416
4664
$618K ﹤0.01%
33,808
-15,606
4665
$617K ﹤0.01%
13,089
+1,378
4666
$615K ﹤0.01%
12,008
+3,376
4667
$615K ﹤0.01%
14,931
-331
4668
$614K ﹤0.01%
167,882
-351,411
4669
$613K ﹤0.01%
30,530
-185
4670
$612K ﹤0.01%
495
+62
4671
$607K ﹤0.01%
88,939
-37,908
4672
$606K ﹤0.01%
26,027
+1,977
4673
$605K ﹤0.01%
9,022
+2,480
4674
$605K ﹤0.01%
78,754
+29,353
4675
$604K ﹤0.01%
38,880
+7,711
185 186
187
188 189