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
5101
$279K ﹤0.01%
5,431
-151
5102
$278K ﹤0.01%
6,868
-4
5103
$277K ﹤0.01%
21,771
5104
$277K ﹤0.01%
11,513
+3,250
5105
$277K ﹤0.01%
4,111
+1,345
5106
$276K ﹤0.01%
43,453
+10,773
5107
$276K ﹤0.01%
95,000
-405,000
5108
$275K ﹤0.01%
289,020
-1,902,951
5109
$275K ﹤0.01%
1,889
-43
5110
$274K ﹤0.01%
25,264
-35,446
5111
$274K ﹤0.01%
68,008
-321,976
5112
$274K ﹤0.01%
27,589
-19,695
5113
$273K ﹤0.01%
94,407
-74,890
5114
$272K ﹤0.01%
21,658
+792
5115
$272K ﹤0.01%
11,919
+2,333
5116
$272K ﹤0.01%
6,589
+1,739
5117
$272K ﹤0.01%
7,452
-1,199
5118
$272K ﹤0.01%
467
+166
5119
$272K ﹤0.01%
30,565
+3,216
5120
$271K ﹤0.01%
+627
5121
$271K ﹤0.01%
186,910
+176,243
5122
$271K ﹤0.01%
60,092
+7,136
5123
$270K ﹤0.01%
26,066
+7,274
5124
$269K ﹤0.01%
10,035
-274
5125
$268K ﹤0.01%
55,352
+33,018
203 204
205
206 207