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
3451
$7.13M ﹤0.01%
97,284
+22,406
3452
$7.13M ﹤0.01%
116,312
+11,823
3453
$7.11M ﹤0.01%
123,430
+99,302
3454
$7.1M ﹤0.01%
194,594
-15,783
3455
$7.1M ﹤0.01%
231,528
-23,679
3456
$7.1M ﹤0.01%
83,632
+8,129
3457
$7.08M ﹤0.01%
126,919
+9,338
3458
$7.07M ﹤0.01%
134,473
+38,727
3459
$7.06M ﹤0.01%
93,352
-87,502
3460
$7.05M ﹤0.01%
358,347
+57,579
3461
$7.03M ﹤0.01%
508,218
+286,956
3462
$7.02M ﹤0.01%
227,879
-1,763
3463
$7.01M ﹤0.01%
1,230,091
+26,309
3464
$6.99M ﹤0.01%
927,673
-115,930
3465
$6.97M ﹤0.01%
201,640
+15,165
3466
$6.97M ﹤0.01%
591,275
+15,121
3467
$6.92M ﹤0.01%
493,486
+31,370
3468
$6.91M ﹤0.01%
1,118,899
+468,716
3469
$6.91M ﹤0.01%
393,316
+46,577
3470
$6.91M ﹤0.01%
121,411
+6,406
3471
$6.89M ﹤0.01%
296,228
-16,457
3472
$6.89M ﹤0.01%
3,313,910
-3,765
3473
$6.89M ﹤0.01%
654,152
+211,562
3474
$6.89M ﹤0.01%
709,892
-50,509
3475
$6.87M ﹤0.01%
1,141,544
-6,463
137 138
139
140 141