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
5801
$29K ﹤0.01%
186
+146
5802
$29K ﹤0.01%
2,537
-2,675
5803
$29K ﹤0.01%
3,671
+3,641
5804
$29K ﹤0.01%
1,142
+1,122
5805
$29K ﹤0.01%
1,158
-6
5806
$29K ﹤0.01%
1,208
-7,152
5807
$28K ﹤0.01%
400
5808
$28K ﹤0.01%
3
-2
5809
$28K ﹤0.01%
40
+20
5810
$27K ﹤0.01%
1,955
-8
5811
$27K ﹤0.01%
281
+266
5812
$27K ﹤0.01%
2,280
-1,150
5813
$27K ﹤0.01%
1,798
-1,633
5814
$27K ﹤0.01%
6,000
5815
$26K ﹤0.01%
+1,669
5816
$26K ﹤0.01%
7,165
-1,279
5817
$26K ﹤0.01%
4,638
-4,568
5818
$26K ﹤0.01%
632
-42
5819
$26K ﹤0.01%
1,871
-806
5820
$26K ﹤0.01%
462
-356
5821
$26K ﹤0.01%
810
-13,783
5822
$26K ﹤0.01%
1,182
+320
5823
$26K ﹤0.01%
1,228
+251
5824
$25K ﹤0.01%
400
5825
$25K ﹤0.01%
1,825
+1,225
231 232
233
234 235