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
3601
$5.89M ﹤0.01%
234,093
-45,402
3602
$5.89M ﹤0.01%
135,958
-4,619
3603
$5.89M ﹤0.01%
419,229
-41,699
3604
$5.88M ﹤0.01%
349,418
-4,217
3605
$5.88M ﹤0.01%
132,342
-623
3606
$5.88M ﹤0.01%
3,044,060
-152,211
3607
$5.87M ﹤0.01%
293,496
-124,263
3608
$5.85M ﹤0.01%
115,706
+39,819
3609
$5.85M ﹤0.01%
301,061
-93,043
3610
$5.83M ﹤0.01%
523,514
+183,845
3611
$5.83M ﹤0.01%
485,256
-25,875
3612
$5.83M ﹤0.01%
293,373
-21,400
3613
$5.82M ﹤0.01%
157,183
-2,251
3614
$5.82M ﹤0.01%
354,962
+130,254
3615
$5.81M ﹤0.01%
110,471
+18,737
3616
$5.81M ﹤0.01%
183,117
+43,588
3617
$5.8M ﹤0.01%
138,704
-2,321
3618
$5.75M ﹤0.01%
242,759
+22,659
3619
$5.75M ﹤0.01%
170,770
+65,458
3620
$5.74M ﹤0.01%
183,083
+4,294
3621
$5.73M ﹤0.01%
250,652
-58,998
3622
$5.73M ﹤0.01%
378,413
-179,921
3623
$5.72M ﹤0.01%
218,535
+4,158
3624
$5.72M ﹤0.01%
99,300
+24,385
3625
$5.71M ﹤0.01%
353,324
+47,186
143 144
145
146 147