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
5326
$168K ﹤0.01%
24,341
-14,410
5327
$168K ﹤0.01%
93,558
+64,482
5328
$166K ﹤0.01%
34,609
-8,947
5329
$166K ﹤0.01%
504
-19
5330
$165K ﹤0.01%
16,277
+14,035
5331
$165K ﹤0.01%
3,300
+150
5332
$164K ﹤0.01%
5,148
+235
5333
$164K ﹤0.01%
2,825
-185
5334
$164K ﹤0.01%
72,194
-86,830
5335
$163K ﹤0.01%
567
+8
5336
$163K ﹤0.01%
1,185
+413
5337
$163K ﹤0.01%
14,409
-695
5338
$163K ﹤0.01%
36,055
+7,476
5339
$162K ﹤0.01%
7,231
-1,334
5340
$162K ﹤0.01%
4,033
+168
5341
$162K ﹤0.01%
107
+101
5342
$161K ﹤0.01%
2,161
-16,128
5343
$161K ﹤0.01%
61,400
+2,500
5344
$160K ﹤0.01%
47,182
+7,963
5345
$159K ﹤0.01%
6,236
+100
5346
$159K ﹤0.01%
12,594
-1,445
5347
$159K ﹤0.01%
32,835
-1,666
5348
– –
0
5349
$158K ﹤0.01%
16,602
+4,530
5350
$158K ﹤0.01%
117,559
+35,916
212 213
214
215 216