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
5151
$250K ﹤0.01%
10,062
+8,244
5152
$250K ﹤0.01%
9,825
+8,726
5153
$250K ﹤0.01%
15,966
+594
5154
$250K ﹤0.01%
20,711
+2,182
5155
$249K ﹤0.01%
16,852
+537
5156
$248K ﹤0.01%
7,639
+2,659
5157
$248K ﹤0.01%
282,701
+67,665
5158
$247K ﹤0.01%
59,925
+4,640
5159
$247K ﹤0.01%
8,775
-9,831
5160
$247K ﹤0.01%
15,019
+1,513
5161
$247K ﹤0.01%
60,383
+14,581
5162
$246K ﹤0.01%
21,860
+9,286
5163
$246K ﹤0.01%
62,226
-72,900
5164
$246K ﹤0.01%
10,568
+2,739
5165
$242K ﹤0.01%
652
+425
5166
$242K ﹤0.01%
53,156
-23,945
5167
$241K ﹤0.01%
7,078
+409
5168
$241K ﹤0.01%
10,432
+5,342
5169
$241K ﹤0.01%
9,783
-1,765
5170
$241K ﹤0.01%
170,576
-369,409
5171
$241K ﹤0.01%
2,058
-245
5172
$240K ﹤0.01%
8,660
+2,353
5173
$240K ﹤0.01%
12,264
+371
5174
$239K ﹤0.01%
+210
5175
$239K ﹤0.01%
18,038
-534
205 206
207
208 209