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
3901
$3.79M ﹤0.01%
124,956
+663
3902
$3.78M ﹤0.01%
150,469
-37,336
3903
$3.77M ﹤0.01%
20,518
+10,309
3904
$3.77M ﹤0.01%
230,911
-63,012
3905
$3.76M ﹤0.01%
440,612
+1,807
3906
$3.76M ﹤0.01%
832,106
+95,600
3907
$3.75M ﹤0.01%
344,249
+139,058
3908
$3.73M ﹤0.01%
2,802,120
-613,204
3909
$3.73M ﹤0.01%
813,345
-1,213,152
3910
$3.71M ﹤0.01%
152,435
+16,054
3911
$3.7M ﹤0.01%
544,573
-109,904
3912
$3.7M ﹤0.01%
405,257
-183,584
3913
$3.7M ﹤0.01%
301,358
-135,285
3914
$3.68M ﹤0.01%
538,246
-529,908
3915
$3.68M ﹤0.01%
123,830
+11,380
3916
$3.68M ﹤0.01%
338,661
+215,974
3917
$3.68M ﹤0.01%
393,403
+353,887
3918
$3.67M ﹤0.01%
382,986
+153,621
3919
$3.67M ﹤0.01%
55,828
-1,002
3920
$3.67M ﹤0.01%
2,146,261
+152,002
3921
$3.66M ﹤0.01%
288,770
+157,051
3922
$3.66M ﹤0.01%
270,456
+96,687
3923
$3.64M ﹤0.01%
131,902
+113,254
3924
$3.64M ﹤0.01%
1,103,874
-58,494
3925
$3.64M ﹤0.01%
78,202
-2,763
155 156
157
158 159