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
$1.01T
AUM Growth
+$82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,901
New
Increased
Reduced
Closed

Top Buys

1 +$2.62B
2 +$1.72B
3 +$1.54B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.47B
5
MSFT icon
Microsoft
MSFT
+$1.08B

Top Sells

1 +$925M
2 +$749M
3 +$664M
4
UBER icon
Uber
UBER
+$625M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$506M

Sector Composition

1 Technology 21.03%
2 Healthcare 10.48%
3 Financials 9.82%
4 Consumer Discretionary 8.77%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$8.93M ﹤0.01%
541,655
+2,122
3252
$8.93M ﹤0.01%
224,090
-68,357
3253
$8.92M ﹤0.01%
2,269,218
+1,369,679
3254
$8.91M ﹤0.01%
90,995
+27,769
3255
$8.9M ﹤0.01%
518,444
-110,547
3256
$8.89M ﹤0.01%
291,343
-8,950
3257
$8.89M ﹤0.01%
340,263
+14,364
3258
$8.89M ﹤0.01%
649,566
-286,972
3259
$8.87M ﹤0.01%
236,647
-23,998
3260
$8.87M ﹤0.01%
645,831
-85,575
3261
$8.86M ﹤0.01%
1,424,664
+65,712
3262
$8.85M ﹤0.01%
107,072
-8,101
3263
$8.84M ﹤0.01%
1,147,964
+445,515
3264
$8.83M ﹤0.01%
279,111
+170,713
3265
$8.82M ﹤0.01%
827,348
+312,346
3266
$8.81M ﹤0.01%
702,837
+121,400
3267
$8.8M ﹤0.01%
103,086
+36,122
3268
$8.79M ﹤0.01%
137,378
-29,024
3269
$8.77M ﹤0.01%
973,322
-22,272
3270
$8.76M ﹤0.01%
783,280
+16,905
3271
$8.73M ﹤0.01%
222,409
-39,586
3272
$8.71M ﹤0.01%
284,015
-29,970
3273
$8.7M ﹤0.01%
928,967
-85,431
3274
$8.68M ﹤0.01%
1,015,387
+30,156
3275
$8.67M ﹤0.01%
693,102
-610,188