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
4726
$565K ﹤0.01%
37,756
-534,467
4727
$565K ﹤0.01%
13,644
-10,618
4728
$564K ﹤0.01%
31,942
-1,848
4729
$563K ﹤0.01%
13,316
+2,090
4730
$562K ﹤0.01%
27,402
+6,416
4731
$560K ﹤0.01%
118,333
-42,563
4732
$558K ﹤0.01%
39,723
+39,491
4733
$558K ﹤0.01%
33,201
+23,296
4734
$557K ﹤0.01%
45,853
-22,652
4735
$555K ﹤0.01%
12,985
-2,517
4736
$554K ﹤0.01%
4,780
+622
4737
$553K ﹤0.01%
33,915
-14,816
4738
$553K ﹤0.01%
254,169
+33,567
4739
$551K ﹤0.01%
22,237
+10,328
4740
$551K ﹤0.01%
47,920
+6,336
4741
$549K ﹤0.01%
14,833
-5,431
4742
$549K ﹤0.01%
41,679
+7,971
4743
$548K ﹤0.01%
23,442
+566
4744
$548K ﹤0.01%
29,490
+4,516
4745
$547K ﹤0.01%
97,631
-94,634
4746
$547K ﹤0.01%
18,349
+3,695
4747
$546K ﹤0.01%
15,612
+10,548
4748
$546K ﹤0.01%
125,667
-200,500
4749
$544K ﹤0.01%
30,011
+9,810
4750
$543K ﹤0.01%
88,644
+2,054
188 189
190
191 192