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
5226
$219K ﹤0.01%
308
5227
$218K ﹤0.01%
13,667
+9,873
5228
$218K ﹤0.01%
48,062
-422,817
5229
$217K ﹤0.01%
6,879
-9,422
5230
$216K ﹤0.01%
52,625
+52,525
5231
$216K ﹤0.01%
48,018
+13,808
5232
$215K ﹤0.01%
19,886
+13,695
5233
$215K ﹤0.01%
15,490
+1,925
5234
$215K ﹤0.01%
5,475
-16,325
5235
$214K ﹤0.01%
4,688
+1,330
5236
$213K ﹤0.01%
8,343
-1,894
5237
$212K ﹤0.01%
14,778
+75
5238
$211K ﹤0.01%
18,264
-6,984
5239
$210K ﹤0.01%
5,942
+2,537
5240
$210K ﹤0.01%
64,536
-164,342
5241
$209K ﹤0.01%
+8,598
5242
$209K ﹤0.01%
137,768
+59,902
5243
$208K ﹤0.01%
708
+630
5244
$208K ﹤0.01%
12,233
-600
5245
$208K ﹤0.01%
8,448
+8,325
5246
$207K ﹤0.01%
9,602
-8,515
5247
$206K ﹤0.01%
196,323
+34,121
5248
$205K ﹤0.01%
43,220
+11,209
5249
$205K ﹤0.01%
5,810
-6,596
5250
$204K ﹤0.01%
18,274
-16,699
208 209
210
211 212