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
3926
$3.64M ﹤0.01%
2,114,437
-221,858
3927
$3.64M ﹤0.01%
40,659
+17,331
3928
$3.64M ﹤0.01%
360,288
-105,904
3929
$3.63M ﹤0.01%
90,341
-3,980
3930
$3.63M ﹤0.01%
116,142
-1,149
3931
$3.62M ﹤0.01%
397,201
+7,311
3932
$3.62M ﹤0.01%
115,794
-19,520
3933
$3.62M ﹤0.01%
52,916
+6,893
3934
$3.62M ﹤0.01%
46,617
-85
3935
$3.61M ﹤0.01%
147,790
+128,049
3936
$3.61M ﹤0.01%
286,383
+30,873
3937
$3.6M ﹤0.01%
447,328
-6,215
3938
$3.6M ﹤0.01%
204,590
-17,077
3939
$3.59M ﹤0.01%
443,664
-136,581
3940
$3.59M ﹤0.01%
86,034
-6,512
3941
$3.59M ﹤0.01%
220,628
-7,874
3942
$3.59M ﹤0.01%
175,751
+14,187
3943
$3.59M ﹤0.01%
243,712
+20,497
3944
$3.58M ﹤0.01%
202,882
+93,013
3945
$3.58M ﹤0.01%
145,148
-3,649
3946
$3.57M ﹤0.01%
174,129
+50,014
3947
$3.55M ﹤0.01%
66,272
+1,381
3948
$3.55M ﹤0.01%
144,556
-3,000
3949
$3.54M ﹤0.01%
182,045
-63,765
3950
$3.53M ﹤0.01%
156,726
-42,373
156 157
158
159 160