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
3701
$5.19M ﹤0.01%
342,557
-27,341
3702
$5.18M ﹤0.01%
78,151
-70,235
3703
$5.18M ﹤0.01%
24,313
+915
3704
$5.18M ﹤0.01%
425,237
-149,278
3705
$5.17M ﹤0.01%
802,215
-37,978
3706
$5.16M ﹤0.01%
450,267
+119,572
3707
$5.16M ﹤0.01%
746,687
+6,151
3708
$5.14M ﹤0.01%
51,848
-2,448
3709
$5.14M ﹤0.01%
48,840
-2,980
3710
$5.13M ﹤0.01%
311,200
+59,510
3711
$5.13M ﹤0.01%
122,567
-5,214
3712
$5.12M ﹤0.01%
1,753,023
3713
$5.12M ﹤0.01%
104,411
+6,513
3714
$5.11M ﹤0.01%
160,700
-60,064
3715
$5.1M ﹤0.01%
824,629
+80,722
3716
$5.08M ﹤0.01%
536,804
-35,545
3717
$5.08M ﹤0.01%
155,466
-52,162
3718
$5.08M ﹤0.01%
1,691,889
-186,632
3719
$5.07M ﹤0.01%
106,583
-16,081
3720
$5.06M ﹤0.01%
524,829
-182,794
3721
$5.06M ﹤0.01%
1,782,656
-389,008
3722
$5.05M ﹤0.01%
205,230
-15,998
3723
$5.03M ﹤0.01%
151,656
-4,128
3724
$5.03M ﹤0.01%
376,846
-47,822
3725
$5.03M ﹤0.01%
159,580
+8,355
147 148
149
150 151