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
3501
$6.68M ﹤0.01%
170,789
+13,580
3502
$6.67M ﹤0.01%
340,559
-15,056
3503
$6.67M ﹤0.01%
351,792
-187,280
3504
$6.67M ﹤0.01%
650,758
-405,884
3505
$6.67M ﹤0.01%
478,645
-10,505
3506
$6.66M ﹤0.01%
192,539
+15,992
3507
$6.63M ﹤0.01%
743,809
+663,267
3508
$6.63M ﹤0.01%
1,883,517
-238,435
3509
$6.63M ﹤0.01%
221,051
-19,245
3510
$6.63M ﹤0.01%
95,719
+12,603
3511
$6.62M ﹤0.01%
639,678
+7,461
3512
$6.62M ﹤0.01%
55,055
+712
3513
$6.62M ﹤0.01%
1,331,437
+349,962
3514
$6.61M ﹤0.01%
2,410,757
-71,096
3515
$6.6M ﹤0.01%
582,324
+107,109
3516
$6.59M ﹤0.01%
2,967,693
+1,720,424
3517
$6.58M ﹤0.01%
560,337
-880
3518
$6.58M ﹤0.01%
307,302
+175,354
3519
$6.57M ﹤0.01%
996,643
-252,963
3520
$6.57M ﹤0.01%
883,950
-181,699
3521
$6.55M ﹤0.01%
441,587
+26,528
3522
$6.53M ﹤0.01%
496,298
-400
3523
$6.52M ﹤0.01%
508,574
+141,722
3524
$6.51M ﹤0.01%
256,002
-2,387
3525
$6.46M ﹤0.01%
456,372
+22,802
139 140
141
142 143