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
5026
$328K ﹤0.01%
21,467
+7,827
5027
$328K ﹤0.01%
10,587
+1,945
5028
$328K ﹤0.01%
12,927
-201
5029
$327K ﹤0.01%
53,599
+17,654
5030
$326K ﹤0.01%
10,911
+3,459
5031
$326K ﹤0.01%
19,863
-13,055
5032
$326K ﹤0.01%
12,927
+1,383
5033
$325K ﹤0.01%
16,055
-4,169
5034
$325K ﹤0.01%
1,817
+430
5035
$325K ﹤0.01%
4,700
+600
5036
$324K ﹤0.01%
28,747
+28,035
5037
$323K ﹤0.01%
29,740
-3,338
5038
$323K ﹤0.01%
8,327
-103
5039
$323K ﹤0.01%
16,527
+2,954
5040
$322K ﹤0.01%
5,569
-742
5041
$322K ﹤0.01%
46,730
-30,953
5042
$321K ﹤0.01%
26,846
-10,603
5043
$320K ﹤0.01%
25,054
+1,718
5044
$320K ﹤0.01%
50,339
+9,362
5045
$319K ﹤0.01%
7,831
+1,014
5046
$318K ﹤0.01%
34,722
+22,421
5047
$318K ﹤0.01%
17,124
+4,017
5048
$318K ﹤0.01%
10,943
+1,906
5049
$317K ﹤0.01%
17,664
+3,560
5050
$314K ﹤0.01%
60,870
+54,100
200 201
202
203 204