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
$273B
AUM Growth
+$13.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,080
New
Increased
Reduced
Closed

Top Buys

1 +$806M
2 +$770M
3 +$488M
4
DIS icon
Walt Disney
DIS
+$440M
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$405M

Top Sells

1 +$1.71B
2 +$709M
3 +$415M
4
COR icon
Cencora
COR
+$335M
5
TSM icon
TSMC
TSM
+$330M

Sector Composition

1 Healthcare 9.23%
2 Financials 8.98%
3 Technology 8.76%
4 Consumer Discretionary 7.13%
5 Communication Services 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6076
$10K ﹤0.01%
744
-620
6077
$10K ﹤0.01%
180
-347
6078
$10K ﹤0.01%
+692
6079
$10K ﹤0.01%
430
6080
$10K ﹤0.01%
1,011
-600
6081
$10K ﹤0.01%
557
-6,571
6082
$10K ﹤0.01%
1,862
+2
6083
$10K ﹤0.01%
7,558
-1,165
6084
$10K ﹤0.01%
1,743
+708
6085
$10K ﹤0.01%
300
6086
$9K ﹤0.01%
507
-88
6087
$9K ﹤0.01%
+1,300
6088
$9K ﹤0.01%
290
+40
6089
$9K ﹤0.01%
5,027
6090
$9K ﹤0.01%
6
+2
6091
$9K ﹤0.01%
104
-170
6092
$9K ﹤0.01%
2,056
-5,054
6093
$9K ﹤0.01%
300
6094
0
6095
$9K ﹤0.01%
200
-319
6096
$9K ﹤0.01%
200
-3,722
6097
$9K ﹤0.01%
1,127
-672
6098
$9K ﹤0.01%
51,958
+6,600
6099
$9K ﹤0.01%
1,335
6100
$9K ﹤0.01%
900
-642