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
3626
$5.71M ﹤0.01%
896,035
-157,759
3627
$5.7M ﹤0.01%
292,939
-48,764
3628
$5.7M ﹤0.01%
53,329
+16,297
3629
$5.69M ﹤0.01%
455,214
+2,219
3630
$5.68M ﹤0.01%
260,152
+31,944
3631
$5.67M ﹤0.01%
86,016
-87,599
3632
$5.66M ﹤0.01%
99,610
+15,929
3633
$5.66M ﹤0.01%
441,911
-37,089
3634
$5.65M ﹤0.01%
124,490
-1,254
3635
$5.64M ﹤0.01%
517,400
-65,247
3636
$5.64M ﹤0.01%
186,517
-61,213
3637
$5.63M ﹤0.01%
281,566
+26,562
3638
$5.63M ﹤0.01%
540,532
+310,280
3639
$5.62M ﹤0.01%
158,965
-126,679
3640
$5.6M ﹤0.01%
357,066
-247,191
3641
$5.58M ﹤0.01%
100,003
+844
3642
$5.58M ﹤0.01%
460,460
+50,349
3643
$5.57M ﹤0.01%
134,678
-6,963
3644
$5.57M ﹤0.01%
204,157
-70,123
3645
$5.56M ﹤0.01%
533,406
+156,859
3646
$5.55M ﹤0.01%
367,067
-53,267
3647
$5.55M ﹤0.01%
839,803
+26,946
3648
$5.53M ﹤0.01%
261,059
+20,962
3649
$5.51M ﹤0.01%
222,342
-22,508
3650
$5.5M ﹤0.01%
1,309,169
+242,546