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
3976
$3.43M ﹤0.01%
187,180
+33,853
3977
$3.42M ﹤0.01%
141,326
+12,192
3978
$3.42M ﹤0.01%
210,124
+21,904
3979
$3.42M ﹤0.01%
574,459
+50,865
3980
$3.41M ﹤0.01%
281,288
+22,175
3981
$3.4M ﹤0.01%
217,598
+41,967
3982
$3.39M ﹤0.01%
88,207
-14,056
3983
$3.38M ﹤0.01%
551,134
+59,255
3984
$3.37M ﹤0.01%
61,698
+3,232
3985
$3.37M ﹤0.01%
182,607
-94,693
3986
$3.37M ﹤0.01%
453,078
-63,210
3987
$3.37M ﹤0.01%
648,233
-13,053
3988
$3.36M ﹤0.01%
327,929
+79,597
3989
$3.36M ﹤0.01%
534,579
+14,396
3990
$3.35M ﹤0.01%
144,356
-59,703
3991
$3.35M ﹤0.01%
54,169
+10,490
3992
$3.35M ﹤0.01%
82,301
+6,697
3993
$3.34M ﹤0.01%
193,394
-74,137
3994
$3.34M ﹤0.01%
68,088
-3,552
3995
$3.34M ﹤0.01%
112,172
-18,988
3996
$3.34M ﹤0.01%
484,831
-189,653
3997
$3.33M ﹤0.01%
408,636
+20,381
3998
$3.33M ﹤0.01%
374,183
+56,970
3999
$3.33M ﹤0.01%
88,927
+30,178
4000
$3.33M ﹤0.01%
380,408
+9,023
158 159
160
161 162