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
5576
$68K ﹤0.01%
5,839
+780
5577
$68K ﹤0.01%
2,991
-18,294
5578
$67K ﹤0.01%
+2,555
5579
$67K ﹤0.01%
2,985
-125
5580
$67K ﹤0.01%
17,221
+389
5581
$66K ﹤0.01%
1,287
-82
5582
$66K ﹤0.01%
3,120
-400
5583
$66K ﹤0.01%
11,521
-34,973
5584
$66K ﹤0.01%
3,185
-2,917
5585
$66K ﹤0.01%
57,300
+55,600
5586
$66K ﹤0.01%
5,126
-8,951
5587
$66K ﹤0.01%
17,317
-12,416
5588
$66K ﹤0.01%
16,497
-605,478
5589
$65K ﹤0.01%
7,600
5590
$65K ﹤0.01%
85,200
+83,600
5591
$65K ﹤0.01%
1,781
+945
5592
$65K ﹤0.01%
15,504
+12,904
5593
$65K ﹤0.01%
5,640
-227
5594
$65K ﹤0.01%
6,681
-4,632
5595
$64K ﹤0.01%
5,829
-3,339
5596
$64K ﹤0.01%
2,135
-435
5597
$64K ﹤0.01%
+9,346
5598
$64K ﹤0.01%
3,798
-645
5599
$63K ﹤0.01%
13,100
+12,692
5600
$63K ﹤0.01%
15,000
-10
222 223
224
225 226