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
4826
$475K ﹤0.01%
71,829
+33,833
4827
$475K ﹤0.01%
36,017
+1,532
4828
$473K ﹤0.01%
37,170
+5,929
4829
$473K ﹤0.01%
93,576
+7,119
4830
$472K ﹤0.01%
14,071
+3,820
4831
$471K ﹤0.01%
28,892
-2,279
4832
$471K ﹤0.01%
17,602
+4,980
4833
$470K ﹤0.01%
15,001
+5,725
4834
$469K ﹤0.01%
+19,437
4835
$469K ﹤0.01%
11,141
-9,215
4836
$467K ﹤0.01%
114,280
+76,631
4837
$465K ﹤0.01%
39,559
+20,166
4838
$463K ﹤0.01%
71,869
+3,295
4839
$462K ﹤0.01%
25,442
-2,051
4840
$461K ﹤0.01%
36,283
+1,285
4841
$461K ﹤0.01%
185,917
+71,593
4842
$460K ﹤0.01%
2,148
+763
4843
$460K ﹤0.01%
57,024
+35,946
4844
$460K ﹤0.01%
99,393
+3,549
4845
$459K ﹤0.01%
31,117
+13,099
4846
$458K ﹤0.01%
9,113
+1,390
4847
$458K ﹤0.01%
46,508
-313,696
4848
$456K ﹤0.01%
104,894
+15,413
4849
$456K ﹤0.01%
8,026
-173
4850
$456K ﹤0.01%
17,938
-2,718
192 193
194
195 196