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
5601
$63K ﹤0.01%
14,125
+14,000
5602
$63K ﹤0.01%
13,732
+5,846
5603
$62K ﹤0.01%
5,400
5604
$62K ﹤0.01%
2,447
-552
5605
$62K ﹤0.01%
29,234
+4,121
5606
$61K ﹤0.01%
4,682
+618
5607
$61K ﹤0.01%
2,850
-1,000
5608
$61K ﹤0.01%
+1,905
5609
$61K ﹤0.01%
6,536
-3,944
5610
$61K ﹤0.01%
809
+800
5611
$61K ﹤0.01%
38,227
-52,732
5612
$61K ﹤0.01%
5,131
+1,601
5613
$61K ﹤0.01%
1,791
5614
$60K ﹤0.01%
120,697
+107,595
5615
$60K ﹤0.01%
1,688
-91
5616
$59K ﹤0.01%
4,740
-29,252
5617
$59K ﹤0.01%
1,653
5618
$59K ﹤0.01%
6,905
+1,848
5619
$59K ﹤0.01%
+3,046
5620
$59K ﹤0.01%
10,250
-1,000
5621
$59K ﹤0.01%
457
-1,055
5622
$58K ﹤0.01%
2,914
+1,881
5623
$58K ﹤0.01%
1,800
+600
5624
$58K ﹤0.01%
+1,156
5625
$58K ﹤0.01%
2,396
+720
223 224
225
226 227