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
5701
$43K ﹤0.01%
6,862
+4,355
5702
$43K ﹤0.01%
12,498
-31,206
5703
$43K ﹤0.01%
5,105
+800
5704
$43K ﹤0.01%
3,250
-3,324
5705
$43K ﹤0.01%
3,000
5706
$42K ﹤0.01%
510
-1,220
5707
$42K ﹤0.01%
2,293
-200
5708
$42K ﹤0.01%
1,616
+836
5709
$41K ﹤0.01%
1,400
5710
$41K ﹤0.01%
+1,583
5711
$41K ﹤0.01%
+77
5712
$41K ﹤0.01%
10
-26
5713
$41K ﹤0.01%
2,629
-566
5714
$41K ﹤0.01%
6,874
+3,472
5715
$41K ﹤0.01%
26,247
5716
$41K ﹤0.01%
4,394
-512,597
5717
$41K ﹤0.01%
14,935
-13,683
5718
$40K ﹤0.01%
+21,800
5719
$40K ﹤0.01%
4,039
5720
$40K ﹤0.01%
17,145
-55
5721
$40K ﹤0.01%
12,623
-389,253
5722
$40K ﹤0.01%
2,250
-550
5723
$40K ﹤0.01%
12,600
-79,368
5724
$39K ﹤0.01%
413
-265
5725
$39K ﹤0.01%
6,692
+4
227 228
229
230 231