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
4076
$2.97M ﹤0.01%
561,217
+41,847
4077
$2.97M ﹤0.01%
107,044
+31,021
4078
$2.97M ﹤0.01%
373,486
-11,804
4079
$2.97M ﹤0.01%
256,739
+44,760
4080
$2.96M ﹤0.01%
226,658
-164,282
4081
$2.96M ﹤0.01%
481,756
+111,390
4082
$2.96M ﹤0.01%
34,729
+9,055
4083
$2.96M ﹤0.01%
291,367
+13,735
4084
$2.96M ﹤0.01%
71,487
-1,443
4085
$2.96M ﹤0.01%
744,975
+419,512
4086
$2.95M ﹤0.01%
59,597
+13,406
4087
$2.94M ﹤0.01%
256,658
-339,306
4088
$2.94M ﹤0.01%
70,024
-7,802
4089
$2.93M ﹤0.01%
242,192
-2,817
4090
$2.92M ﹤0.01%
988,147
+702,900
4091
$2.92M ﹤0.01%
52,276
-9,285
4092
$2.92M ﹤0.01%
153,382
+111,088
4093
$2.92M ﹤0.01%
252,444
+10,155
4094
$2.92M ﹤0.01%
390,229
+130,862
4095
$2.91M ﹤0.01%
311,578
-12,479
4096
$2.91M ﹤0.01%
5,148
+1,021
4097
$2.9M ﹤0.01%
142,720
-23,478
4098
$2.89M ﹤0.01%
163,115
-5,603
4099
$2.89M ﹤0.01%
96,594
-23,739
4100
$2.88M ﹤0.01%
52,422
+1,043
162 163
164
165 166