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
5401
$131K ﹤0.01%
19,132
-22,469
5402
$130K ﹤0.01%
1,413
-2,770
5403
$130K ﹤0.01%
16,490
+15,439
5404
$129K ﹤0.01%
14,320
-21,353
5405
$129K ﹤0.01%
11,301
+3,530
5406
$128K ﹤0.01%
4,009
+3,049
5407
$128K ﹤0.01%
5,390
+3,168
5408
$128K ﹤0.01%
+3,396
5409
$126K ﹤0.01%
19,440
+12,100
5410
$126K ﹤0.01%
219,000
+217,500
5411
$126K ﹤0.01%
19,305
+5,692
5412
$125K ﹤0.01%
67,473
-325,597
5413
$125K ﹤0.01%
5,615
+1,329
5414
$125K ﹤0.01%
1,644
-70
5415
$124K ﹤0.01%
20,328
+8,750
5416
$124K ﹤0.01%
3,596
5417
$124K ﹤0.01%
7,534
-247
5418
$123K ﹤0.01%
5,013
+385
5419
$123K ﹤0.01%
17,102
-46,318
5420
$122K ﹤0.01%
9,159
+9,158
5421
$122K ﹤0.01%
4,835
5422
$122K ﹤0.01%
20,013
+1,013
5423
$122K ﹤0.01%
8,926
-14,834
5424
$122K ﹤0.01%
26,910
-7,105
5425
$122K ﹤0.01%
28,002
-110,429
215 216
217
218 219