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
3876
$3.97M ﹤0.01%
69,066
-18,545
3877
$3.96M ﹤0.01%
147,843
+54,178
3878
$3.95M ﹤0.01%
218,469
-47,690
3879
$3.95M ﹤0.01%
200,062
+61,823
3880
$3.95M ﹤0.01%
171,391
+13,266
3881
$3.94M ﹤0.01%
193,106
-9,575
3882
$3.92M ﹤0.01%
343,190
-11,110
3883
$3.92M ﹤0.01%
373,964
-44,455
3884
$3.92M ﹤0.01%
708,398
-1,042,732
3885
$3.91M ﹤0.01%
268,973
+9,460
3886
$3.91M ﹤0.01%
88,017
-1,590
3887
$3.91M ﹤0.01%
126,057
-1,129
3888
$3.89M ﹤0.01%
1,342,423
+82,415
3889
$3.87M ﹤0.01%
449,536
+75,703
3890
$3.86M ﹤0.01%
765,388
+708,227
3891
$3.85M ﹤0.01%
52,556
-283
3892
$3.85M ﹤0.01%
192,620
-49,389
3893
$3.84M ﹤0.01%
74,625
+8,026
3894
$3.84M ﹤0.01%
266,644
+178,389
3895
$3.83M ﹤0.01%
401,980
+16,495
3896
$3.83M ﹤0.01%
223,439
+6,669
3897
$3.83M ﹤0.01%
890,218
-19,405
3898
$3.82M ﹤0.01%
326,144
-6,127
3899
$3.81M ﹤0.01%
1,080,598
+295,077
3900
$3.79M ﹤0.01%
142,851
+31,330
154 155
156
157 158