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
6026
$9K ﹤0.01%
2,629
+48
6027
$9K ﹤0.01%
1,036
-1
6028
$9K ﹤0.01%
2,758
-15,970
6029
$9K ﹤0.01%
2,100
+596
6030
$9K ﹤0.01%
5,687
-37,819
6031
$9K ﹤0.01%
375
6032
$9K ﹤0.01%
+119
6033
$9K ﹤0.01%
7,043
-48,937
6034
$9K ﹤0.01%
500
6035
$9K ﹤0.01%
2,625
-478
6036
$9K ﹤0.01%
6,616
-37,749
6037
$9K ﹤0.01%
6,660
-4,174
6038
$9K ﹤0.01%
2,521
-1,662
6039
$9K ﹤0.01%
850
6040
$8K ﹤0.01%
+3,012
6041
$8K ﹤0.01%
2,563
-43,803
6042
$8K ﹤0.01%
145
-884
6043
$8K ﹤0.01%
+150
6044
$8K ﹤0.01%
5,000
6045
$8K ﹤0.01%
110
-324
6046
$8K ﹤0.01%
2,176
-16
6047
$8K ﹤0.01%
+320
6048
$8K ﹤0.01%
+190
6049
$8K ﹤0.01%
2,450
-64,180
6050
$8K ﹤0.01%
3,090
-22,444
240 241
242
243 244