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
4701
$585K ﹤0.01%
113,949
+25,954
4702
$584K ﹤0.01%
53,572
+14,935
4703
$584K ﹤0.01%
15,859
+3,782
4704
$583K ﹤0.01%
145,800
-9,300
4705
$583K ﹤0.01%
6,228
-3,122
4706
$581K ﹤0.01%
247,551
+21,303
4707
$579K ﹤0.01%
11,288
-100
4708
$579K ﹤0.01%
20,120
+9,343
4709
$579K ﹤0.01%
34,696
+11,203
4710
$578K ﹤0.01%
30,381
+1,099
4711
$577K ﹤0.01%
25,859
+2,060
4712
$577K ﹤0.01%
1,059
-90
4713
$577K ﹤0.01%
17,498
-893
4714
$576K ﹤0.01%
104
+51
4715
$575K ﹤0.01%
11,393
-48,207
4716
$572K ﹤0.01%
37,316
+550
4717
$571K ﹤0.01%
21,270
-25,286
4718
$571K ﹤0.01%
27,245
+1,643
4719
$571K ﹤0.01%
37,267
-812
4720
$571K ﹤0.01%
10,117
+4,786
4721
$570K ﹤0.01%
52,946
-28,886
4722
$567K ﹤0.01%
+28,688
4723
$567K ﹤0.01%
50,796
-6,669
4724
$565K ﹤0.01%
27,618
+2,352
4725
$565K ﹤0.01%
27,782
+5,862
187 188
189
190 191