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
5126
$267K ﹤0.01%
11,551
5127
$265K ﹤0.01%
17,117
-537
5128
$264K ﹤0.01%
8,891
+4,921
5129
$263K ﹤0.01%
60,762
-170,570
5130
$263K ﹤0.01%
1,226
+180
5131
$261K ﹤0.01%
15,524
-10,940
5132
$261K ﹤0.01%
15,114
+616
5133
$260K ﹤0.01%
16,815
+72
5134
$259K ﹤0.01%
36,556
+4,809
5135
$259K ﹤0.01%
50,694
+3,058
5136
$259K ﹤0.01%
5,658
+2,260
5137
$259K ﹤0.01%
16,880
+9,534
5138
$258K ﹤0.01%
25,855
+132
5139
$258K ﹤0.01%
57,778
+18,152
5140
$256K ﹤0.01%
+11,197
5141
$255K ﹤0.01%
+208
5142
$255K ﹤0.01%
5,646
+1,718
5143
$255K ﹤0.01%
12,477
+4,600
5144
$255K ﹤0.01%
49,532
-78,113
5145
$254K ﹤0.01%
31,124
+21,753
5146
$254K ﹤0.01%
9,150
5147
$254K ﹤0.01%
4,914
-702
5148
$253K ﹤0.01%
183,365
+49,553
5149
$252K ﹤0.01%
40,192
+16,443
5150
$251K ﹤0.01%
11,700
-199
204 205
206
207 208