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
3851
$4.14M ﹤0.01%
105,791
+30,442
3852
$4.14M ﹤0.01%
182,497
-25,502
3853
$4.12M ﹤0.01%
174,642
-393,099
3854
$4.11M ﹤0.01%
627,619
-3,052
3855
$4.11M ﹤0.01%
418,987
-71,054
3856
$4.11M ﹤0.01%
896,315
+100,532
3857
$4.1M ﹤0.01%
513,612
+284,546
3858
$4.1M ﹤0.01%
602,730
+448,650
3859
$4.08M ﹤0.01%
273,974
-7,503
3860
$4.07M ﹤0.01%
226,496
-21,451
3861
$4.07M ﹤0.01%
483,634
-11,387
3862
$4.06M ﹤0.01%
729,724
+498,695
3863
$4.06M ﹤0.01%
388,895
-591,007
3864
$4.05M ﹤0.01%
281,954
-44,867
3865
$4.05M ﹤0.01%
92,415
+6,976
3866
$4.05M ﹤0.01%
214,489
+44,099
3867
$4.04M ﹤0.01%
321,849
+36,862
3868
$4.04M ﹤0.01%
457,155
-138,949
3869
$4.03M ﹤0.01%
100,111
-17,778
3870
$4.02M ﹤0.01%
744,748
+535,406
3871
$4.02M ﹤0.01%
197,013
-85,159
3872
$4.01M ﹤0.01%
115,527
+9,441
3873
$4.01M ﹤0.01%
383,539
+22,783
3874
$3.99M ﹤0.01%
308,893
+3,034
3875
$3.98M ﹤0.01%
675,262
+48,959
153 154
155
156 157