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
3476
$6.87M ﹤0.01%
958,893
-850,815
3477
$6.86M ﹤0.01%
235,352
-63,607
3478
$6.85M ﹤0.01%
475,666
-11,996
3479
$6.85M ﹤0.01%
563,057
-10,814
3480
$6.84M ﹤0.01%
171,159
-13,374
3481
$6.83M ﹤0.01%
188,221
-7,324
3482
$6.83M ﹤0.01%
197,416
-173,469
3483
$6.82M ﹤0.01%
217,285
+7,406
3484
$6.81M ﹤0.01%
1,707,839
-996,957
3485
$6.8M ﹤0.01%
544,884
+9,908
3486
$6.8M ﹤0.01%
395,293
-15,718
3487
$6.78M ﹤0.01%
686,861
+128,267
3488
$6.78M ﹤0.01%
783,464
-69,473
3489
$6.77M ﹤0.01%
1,912,781
+89,755
3490
$6.75M ﹤0.01%
322,189
-19,444
3491
$6.75M ﹤0.01%
299,229
+38,947
3492
$6.74M ﹤0.01%
184,205
+39,253
3493
$6.74M ﹤0.01%
154,326
-11,371
3494
$6.72M ﹤0.01%
599,782
+115,640
3495
$6.72M ﹤0.01%
144,401
+8,332
3496
$6.7M ﹤0.01%
299,523
-7,467
3497
$6.7M ﹤0.01%
463,097
+170,771
3498
$6.69M ﹤0.01%
241,421
-93,790
3499
$6.69M ﹤0.01%
7,952,103
+92,600
3500
$6.69M ﹤0.01%
412,661
+365,035
138 139
140
141 142