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
3676
$5.34M ﹤0.01%
215,265
-6,414
3677
$5.34M ﹤0.01%
667,022
-5,750,576
3678
$5.33M ﹤0.01%
150,497
-1,454
3679
$5.32M ﹤0.01%
302,122
+33,983
3680
$5.32M ﹤0.01%
99,255
+6,896
3681
$5.3M ﹤0.01%
498,191
+105,688
3682
$5.3M ﹤0.01%
95,070
+7,477
3683
$5.28M ﹤0.01%
638,283
-1,972
3684
$5.27M ﹤0.01%
358,376
-57,757
3685
$5.27M ﹤0.01%
661,631
+218,355
3686
$5.26M ﹤0.01%
114,434
-114,712
3687
$5.26M ﹤0.01%
440,114
-70,783
3688
$5.26M ﹤0.01%
298,204
+33,170
3689
$5.26M ﹤0.01%
66,715
-35,572
3690
$5.25M ﹤0.01%
296,181
-91,534
3691
$5.24M ﹤0.01%
1,161,270
+12,626
3692
$5.23M ﹤0.01%
146,691
-10,229
3693
$5.23M ﹤0.01%
15,160
+6,482
3694
$5.22M ﹤0.01%
594,393
+67,045
3695
$5.22M ﹤0.01%
623,091
+227,764
3696
$5.21M ﹤0.01%
418,231
-1,152,129
3697
$5.2M ﹤0.01%
309,496
-21,063
3698
$5.2M ﹤0.01%
1,758,041
-192,581
3699
$5.19M ﹤0.01%
832,146
-244,036
3700
$5.19M ﹤0.01%
348,190
-82,694
146 147
148
149 150