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
3426
$7.39M ﹤0.01%
328,747
+3,921
3427
$7.38M ﹤0.01%
289,378
+123,770
3428
$7.38M ﹤0.01%
641,619
-131,620
3429
$7.38M ﹤0.01%
269,645
-63,937
3430
$7.34M ﹤0.01%
282,532
+22,105
3431
$7.34M ﹤0.01%
224,353
-9,549
3432
$7.33M ﹤0.01%
282,320
-188,037
3433
$7.33M ﹤0.01%
551,450
-9,852
3434
$7.33M ﹤0.01%
627,928
+22,566
3435
$7.3M ﹤0.01%
506,519
+236,700
3436
$7.29M ﹤0.01%
142,365
-218,996
3437
$7.27M ﹤0.01%
1,454,645
+109,327
3438
$7.25M ﹤0.01%
148,057
+42,627
3439
$7.24M ﹤0.01%
206,134
-703
3440
$7.24M ﹤0.01%
318,104
-26,241
3441
$7.22M ﹤0.01%
383,233
-62,685
3442
$7.2M ﹤0.01%
304,875
+26,235
3443
$7.19M ﹤0.01%
487,821
+18,211
3444
$7.18M ﹤0.01%
265,476
+16,546
3445
$7.18M ﹤0.01%
157,292
+73,317
3446
$7.18M ﹤0.01%
3,548,992
-1,360,575
3447
$7.16M ﹤0.01%
676,739
+241,252
3448
$7.16M ﹤0.01%
830,258
+14,877
3449
$7.15M ﹤0.01%
957,387
-94,092
3450
$7.14M ﹤0.01%
66,770
+10,576
136 137
138
139 140