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
4751
$542K ﹤0.01%
15,837
-27,095
4752
$541K ﹤0.01%
10,823
-36,277
4753
$541K ﹤0.01%
15,238
+763
4754
$541K ﹤0.01%
177,355
+108,125
4755
$540K ﹤0.01%
23,251
+3,019
4756
$540K ﹤0.01%
29,044
+342
4757
$539K ﹤0.01%
+23,852
4758
$539K ﹤0.01%
8,227
+1,778
4759
$538K ﹤0.01%
35,726
-430
4760
$536K ﹤0.01%
6,918
+1,753
4761
$536K ﹤0.01%
31,878
+7,696
4762
$536K ﹤0.01%
41,130
+5,449
4763
$536K ﹤0.01%
45,698
+12,517
4764
$535K ﹤0.01%
20,452
-22
4765
$535K ﹤0.01%
7,454
+2,916
4766
$534K ﹤0.01%
313
+200
4767
$533K ﹤0.01%
17,762
+240
4768
$533K ﹤0.01%
146,231
+23,039
4769
$531K ﹤0.01%
84,298
+28,560
4770
$530K ﹤0.01%
37,192
-5,683
4771
$528K ﹤0.01%
37,850
+18,973
4772
$527K ﹤0.01%
12,408
+3,116
4773
$526K ﹤0.01%
25,043
+16,004
4774
$525K ﹤0.01%
104,303
+63,821
4775
$524K ﹤0.01%
22,168
-8,785
189 190
191
192 193