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
5001
$345K ﹤0.01%
+13,550
5002
$344K ﹤0.01%
24,300
-625
5003
$343K ﹤0.01%
20,071
+3,905
5004
$343K ﹤0.01%
496
-480
5005
$343K ﹤0.01%
24,807
+7
5006
$341K ﹤0.01%
7,987
-494
5007
$341K ﹤0.01%
62,180
+24,886
5008
$341K ﹤0.01%
19,281
+10,904
5009
$341K ﹤0.01%
13
-2
5010
$340K ﹤0.01%
13,170
+11,216
5011
$340K ﹤0.01%
18,588
+172
5012
$340K ﹤0.01%
465,816
-104,658
5013
$338K ﹤0.01%
5,019
+3,206
5014
$336K ﹤0.01%
30,213
-2,235
5015
$336K ﹤0.01%
24,367
+42
5016
$335K ﹤0.01%
67,859
-14,666
5017
$334K ﹤0.01%
24,533
+7,598
5018
$333K ﹤0.01%
7,530
+2,858
5019
$333K ﹤0.01%
8,702
+1,734
5020
$333K ﹤0.01%
87,291
-144,681
5021
$333K ﹤0.01%
17,419
-597
5022
$331K ﹤0.01%
17,820
+13,664
5023
$330K ﹤0.01%
40,487
+12,128
5024
$329K ﹤0.01%
27,433
5025
$329K ﹤0.01%
10,915
+1,579
199 200
201
202 203