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
3826
$4.29M ﹤0.01%
486,840
-548,563
3827
$4.29M ﹤0.01%
583,270
+81,025
3828
$4.29M ﹤0.01%
163,179
-37,658
3829
$4.29M ﹤0.01%
416,867
+54,067
3830
$4.28M ﹤0.01%
502,008
+133,190
3831
$4.27M ﹤0.01%
636,021
+205,022
3832
$4.25M ﹤0.01%
245,488
-775
3833
$4.25M ﹤0.01%
54,458
+21,500
3834
$4.25M ﹤0.01%
143,124
+2,367
3835
$4.24M ﹤0.01%
457,289
-80,081
3836
$4.24M ﹤0.01%
145,864
+29,822
3837
$4.24M ﹤0.01%
121,224
-22,246
3838
$4.23M ﹤0.01%
986,699
+505,452
3839
$4.23M ﹤0.01%
175,664
-7,197
3840
$4.23M ﹤0.01%
378,753
+189,855
3841
$4.23M ﹤0.01%
1,038,200
-269,120
3842
$4.22M ﹤0.01%
2,030,003
+211,948
3843
$4.2M ﹤0.01%
171,149
+18,696
3844
$4.19M ﹤0.01%
111,738
-67,942
3845
$4.19M ﹤0.01%
163,740
+8,918
3846
$4.17M ﹤0.01%
206,536
-18,649
3847
$4.17M ﹤0.01%
926,357
+211,325
3848
$4.17M ﹤0.01%
157,785
-3,425
3849
$4.16M ﹤0.01%
44,484
-33,139
3850
$4.15M ﹤0.01%
549,716
-87,019
152 153
154
155 156