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
4101
$2.88M ﹤0.01%
147,472
-3,849
4102
$2.87M ﹤0.01%
233,808
-28,889
4103
$2.86M ﹤0.01%
131,998
-25,536
4104
$2.86M ﹤0.01%
63,926
-17,754
4105
$2.86M ﹤0.01%
65,398
+10,701
4106
$2.85M ﹤0.01%
176,536
+12,292
4107
$2.84M ﹤0.01%
312,188
+14,178
4108
$2.84M ﹤0.01%
198,817
+133,556
4109
$2.84M ﹤0.01%
237,704
+53,785
4110
$2.84M ﹤0.01%
165,927
-27,862
4111
$2.83M ﹤0.01%
1,024,635
+560,260
4112
$2.82M ﹤0.01%
184,993
-23,091
4113
$2.82M ﹤0.01%
397,031
-112,546
4114
$2.82M ﹤0.01%
318,983
-75,618
4115
$2.81M ﹤0.01%
734,891
+54,353
4116
$2.81M ﹤0.01%
42,125
-85,347
4117
$2.81M ﹤0.01%
629,920
-15,112
4118
$2.79M ﹤0.01%
31,005
+3,132
4119
$2.79M ﹤0.01%
112,347
-95,607
4120
$2.79M ﹤0.01%
334,614
+54,028
4121
$2.79M ﹤0.01%
279,832
-27,002
4122
$2.78M ﹤0.01%
64,145
+6,817
4123
$2.78M ﹤0.01%
392,491
+131,696
4124
$2.77M ﹤0.01%
200,847
-1,728
4125
$2.76M ﹤0.01%
352,268
+37,270
163 164
165
166 167