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
5201
$228K ﹤0.01%
8,227
+5,772
5202
$228K ﹤0.01%
13,111
+984
5203
$228K ﹤0.01%
18,424
+6,894
5204
$227K ﹤0.01%
18,191
-1,436
5205
$226K ﹤0.01%
14,136
+5,216
5206
$226K ﹤0.01%
12,525
+4,825
5207
$225K ﹤0.01%
6,780
+3,450
5208
$225K ﹤0.01%
75,425
-5,847
5209
$225K ﹤0.01%
1,945
+945
5210
$224K ﹤0.01%
787
+71
5211
$224K ﹤0.01%
7,403
-3,485
5212
$224K ﹤0.01%
638
-414
5213
$224K ﹤0.01%
19,585
-19,735
5214
$223K ﹤0.01%
+38,780
5215
$223K ﹤0.01%
6,107
+3,678
5216
$223K ﹤0.01%
19,355
-17,509
5217
$222K ﹤0.01%
55,190
+23,993
5218
$222K ﹤0.01%
4,474
-225
5219
$222K ﹤0.01%
9,067
-1,871
5220
$221K ﹤0.01%
30,005
+4,226
5221
$220K ﹤0.01%
47,312
+14,350
5222
$220K ﹤0.01%
103,436
-5,052
5223
$220K ﹤0.01%
4,890
+2,284
5224
$220K ﹤0.01%
15,041
+4,109
5225
$219K ﹤0.01%
9,120
+2,916
207 208
209
210 211