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
3576
$6.08M ﹤0.01%
599,813
+21,829
3577
$6.07M ﹤0.01%
687,249
-285,916
3578
$6.06M ﹤0.01%
349,830
-27,904
3579
$6.05M ﹤0.01%
311,248
+49,447
3580
$6.04M ﹤0.01%
57,281
+276
3581
$6.02M ﹤0.01%
170,916
-45,858
3582
$6.02M ﹤0.01%
267,200
+12,526
3583
$6.01M ﹤0.01%
221,522
+101,275
3584
$6.01M ﹤0.01%
553,893
+22,851
3585
$6M ﹤0.01%
369,979
+15,083
3586
$6M ﹤0.01%
477,355
-96,108
3587
$5.98M ﹤0.01%
208,417
+90,842
3588
$5.97M ﹤0.01%
61,861
+3,416
3589
$5.97M ﹤0.01%
599,807
-68,606
3590
$5.97M ﹤0.01%
1,371,318
-5,053,303
3591
$5.96M ﹤0.01%
633,832
-7,157
3592
$5.95M ﹤0.01%
804,652
-246,298
3593
$5.95M ﹤0.01%
2,447,843
+807,965
3594
$5.95M ﹤0.01%
268,377
-67,363
3595
$5.95M ﹤0.01%
1,342,279
+384,803
3596
$5.94M ﹤0.01%
169,073
+41,592
3597
$5.93M ﹤0.01%
189,472
+57,572
3598
$5.92M ﹤0.01%
267,669
+10,573
3599
$5.92M ﹤0.01%
176,278
+16,687
3600
$5.91M ﹤0.01%
834,291
-37,905
142 143
144
145 146