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
3551
$6.25M ﹤0.01%
158,716
-198,312
3552
$6.25M ﹤0.01%
538,615
-362,164
3553
$6.25M ﹤0.01%
559,163
+77,376
3554
$6.22M ﹤0.01%
122,692
+6,483
3555
$6.21M ﹤0.01%
249,979
-3,774
3556
$6.2M ﹤0.01%
347,925
-33,271
3557
$6.2M ﹤0.01%
805,107
-133,781
3558
$6.2M ﹤0.01%
421,308
+18,204
3559
$6.2M ﹤0.01%
191,234
+956
3560
$6.19M ﹤0.01%
100,802
+2,871
3561
$6.19M ﹤0.01%
100,203
+3,396
3562
$6.18M ﹤0.01%
451,420
+19,864
3563
$6.17M ﹤0.01%
521,722
-8,082
3564
$6.15M ﹤0.01%
517,225
-196,426
3565
$6.15M ﹤0.01%
42,794
+10,208
3566
$6.15M ﹤0.01%
375,988
-323,280
3567
$6.15M ﹤0.01%
1,227,007
+15,696
3568
$6.12M ﹤0.01%
869,797
-740,873
3569
$6.12M ﹤0.01%
77,440
-144
3570
$6.12M ﹤0.01%
238,845
+29,122
3571
$6.11M ﹤0.01%
524,621
+392,451
3572
$6.1M ﹤0.01%
280,504
+20,317
3573
$6.09M ﹤0.01%
145,016
-21,943
3574
$6.08M ﹤0.01%
811,784
-85,318
3575
$6.08M ﹤0.01%
1,276,832
+14,657
141 142
143
144 145