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
3776
$4.63M ﹤0.01%
485,978
+148,324
3777
$4.63M ﹤0.01%
440,561
+212,316
3778
$4.62M ﹤0.01%
683,526
+80,341
3779
$4.62M ﹤0.01%
212,838
-12,019
3780
$4.61M ﹤0.01%
271,445
+49,456
3781
$4.61M ﹤0.01%
69,851
+3,835
3782
$4.6M ﹤0.01%
231,647
-7,732
3783
$4.59M ﹤0.01%
210,132
-121,248
3784
$4.58M ﹤0.01%
1,981,016
+153,292
3785
$4.55M ﹤0.01%
1,181,754
+1,107,187
3786
$4.55M ﹤0.01%
82,198
-67,069
3787
$4.54M ﹤0.01%
159,734
-55,665
3788
$4.54M ﹤0.01%
745,886
+108,930
3789
$4.54M ﹤0.01%
191,748
-18,660
3790
$4.54M ﹤0.01%
199,918
+20,970
3791
$4.53M ﹤0.01%
423,676
+25,155
3792
$4.53M ﹤0.01%
474,411
+109,761
3793
$4.52M ﹤0.01%
369,797
-107,272
3794
$4.51M ﹤0.01%
843,423
-23,135
3795
$4.51M ﹤0.01%
142,894
+28,741
3796
$4.51M ﹤0.01%
69,522
-30,336
3797
$4.47M ﹤0.01%
465,081
+65,232
3798
$4.47M ﹤0.01%
103,197
-7,903
3799
$4.47M ﹤0.01%
91,019
-2,370
3800
$4.47M ﹤0.01%
823,920
-64,576
150 151
152
153 154