← Top Holdings

MSMORGAN STANLEY

CUSIP: 617446448

5

Guru Owners

$125.5M

Total Value Held

762,436

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Richard Pzena	Pzena Investment Management	476365	$78.4M	0.25%	$164.57	Q1 2026
David Katz	Matrix Asset Advisors	238060	$39.2M	3.59%	$164.57	Q1 2026
Torray LLC	Torray LLC	30832	$5.1M	0.74%	$164.57	Q1 2026
Ray Dalio	Bridgewater Associates	14762	$2.4M	0.01%	$164.57	Q1 2026
FPA Queens Road	Bragg Financial Advisors	2417	$398K	0.01%	$164.57	Q1 2026

$78.4M

0.25%

$39.2M

3.59%

$5.1M

0.74%

$2.4M

0.01%

FPA Queens Road

$398K

0.01%

📊 Fundamentals

Market Cap$350.2B

P/E Ratio20.1x

Near market avg

Forward P/E17.1x

EPS (TTM)$11.04

Revenue (TTM)$73.2B

Profit Margin24.75%

Div Yield1.80%

Beta1.22

52-Week Range

$135.26

$230.47

Current: $222.04

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 20.1x trailing earnings → 17.1x forward · 24.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '265 owners · $125.5M

INCREASEDRichard Pzena$78.4M

REDUCEDDavid Katz$39.2M

REDUCEDTorray LLC$5.1M

INCREASEDRay Dalio$2.4M

INCREASEDFPA Queens Road$398K

Q4 '255 owners · $138.4M

REDUCEDRichard Pzena$83.8M

REDUCEDDavid Katz$46.2M

REDUCEDTorray LLC$5.5M

NEWRay Dalio$2.4M

REDUCEDFPA Queens Road$418K

Q3 '254 owners · $174.3M

REDUCEDRichard Pzena$124.9M

REDUCEDDavid Katz$42.7M

REDUCEDTorray LLC$6.3M

REDUCEDFPA Queens Road$394K

SOLDEdgar Wachenheim

Q2 '255 owners · $157.4M

INCREASEDRichard Pzena$111.4M

INCREASEDDavid Katz$38.0M

REDUCEDTorray LLC$6.2M

REDUCEDFPA Queens Road$360K

Q1 '255 owners · $126.2M

NEWRichard Pzena$89.0M

REDUCEDDavid Katz$30.4M

INCREASEDTorray LLC$5.3M

NEWEdgar Wachenheim$1.2M

INCREASEDFPA Queens Road$303K

Q4 '243 owners · $40.4M

REDUCEDDavid Katz$35.3M

NEWTorray LLC$4.8M

NEWFPA Queens Road$326K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

5%analyst est. 5.4%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

34.5%current: 34.5%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

MS: Held by 5 superinvestors · 42 congress member trades

SELLJulie JohnsonD

$1,001 - $15,0002025-12-18

SELLSteve CohenD

$50,001 - $100,0002025-12-17

BUYGil CisnerosD

$1,001 - $15,0002025-11-18

SELLJulie JohnsonD

$1,001 - $15,0002025-11-13

BUYGil CisnerosD

$1,001 - $15,0002025-10-17

$1,001 - $15,0002025-10-07

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-08-28

SELLJulie JohnsonD

$1,001 - $15,0002025-08-14

$1,001 - $15,0002025-08-04

SELLRitchie TorresD

$1,001 - $15,0002025-07-11

$1,001 - $15,0002025-07-01

$1,001 - $15,0002025-06-06

$1,001 - $15,0002025-06-06

$15,001 - $50,0002025-05-28

SELLJulie JohnsonD

$1,001 - $15,0002025-05-15

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-05-14

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-05-05

SELLBruce WestermanR

$1,001 - $15,0002025-04-21

$15,001 - $50,0002025-04-15

$1,001 - $15,0002025-04-10