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
5451
$108K ﹤0.01%
552
5452
$107K ﹤0.01%
3,071
-231
5453
$107K ﹤0.01%
3,216
-1,264
5454
$107K ﹤0.01%
24,473
+4,531
5455
$107K ﹤0.01%
3,938
+1,658
5456
$107K ﹤0.01%
+2,899
5457
$107K ﹤0.01%
2,038
-1,862
5458
$106K ﹤0.01%
5,882
+2,768
5459
$106K ﹤0.01%
8,704
-7,095
5460
$106K ﹤0.01%
7,751
+3
5461
$106K ﹤0.01%
17,025
5462
$105K ﹤0.01%
1,713
-6,462
5463
$105K ﹤0.01%
7,522
-198
5464
$105K ﹤0.01%
6,151
+997
5465
$105K ﹤0.01%
6,705
5466
$105K ﹤0.01%
8,414
-24,779
5467
$105K ﹤0.01%
13,206
-15,288
5468
$105K ﹤0.01%
3,200
-77
5469
$104K ﹤0.01%
4,993
+3,313
5470
$104K ﹤0.01%
3,768
-10,289
5471
$103K ﹤0.01%
15,169
-6,551
5472
$103K ﹤0.01%
6,300
-1,365
5473
$103K ﹤0.01%
7,460
-461
5474
$103K ﹤0.01%
21,614
+6,560
5475
$102K ﹤0.01%
26,360
+14,830
217 218
219
220 221