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
4851
$456K ﹤0.01%
33,733
+16,435
4852
$456K ﹤0.01%
19,075
-2,685
4853
$455K ﹤0.01%
79,138
+35,810
4854
$455K ﹤0.01%
+10
4855
$454K ﹤0.01%
121,315
+59,270
4856
$454K ﹤0.01%
41,431
+16,110
4857
$454K ﹤0.01%
24,930
+4,030
4858
$453K ﹤0.01%
23,410
+13,755
4859
$452K ﹤0.01%
5,139
+555
4860
$452K ﹤0.01%
25,933
+3,960
4861
$452K ﹤0.01%
23,928
+958
4862
$451K ﹤0.01%
86,165
+71,592
4863
$451K ﹤0.01%
7,246
+538
4864
$450K ﹤0.01%
15,250
-700
4865
$448K ﹤0.01%
59,967
+26,441
4866
$448K ﹤0.01%
33,446
-6,120
4867
$447K ﹤0.01%
7
+2
4868
$445K ﹤0.01%
31,123
+451
4869
$444K ﹤0.01%
56,193
-3,423
4870
$443K ﹤0.01%
4,835
-9,892
4871
$442K ﹤0.01%
32,962
-17,329
4872
$442K ﹤0.01%
18,228
-68,213
4873
$440K ﹤0.01%
12,359
-30,134
4874
$438K ﹤0.01%
9,640
-189
4875
$437K ﹤0.01%
16,457
+3,676
193 194
195
196 197