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
4176
$2.57M ﹤0.01%
79,190
-42,790
4177
$2.57M ﹤0.01%
131,937
+60,218
4178
$2.57M ﹤0.01%
207,622
-972
4179
$2.56M ﹤0.01%
21,602
+13,275
4180
$2.55M ﹤0.01%
135,325
+3,851
4181
$2.54M ﹤0.01%
80,165
+381
4182
$2.53M ﹤0.01%
559,991
-52,359
4183
$2.53M ﹤0.01%
52,638
-6,869
4184
$2.52M ﹤0.01%
137,770
-45,847
4185
$2.52M ﹤0.01%
284,515
+73,942
4186
$2.52M ﹤0.01%
30,580
-45,365
4187
$2.51M ﹤0.01%
248,967
-23,242
4188
$2.51M ﹤0.01%
238,260
+18,881
4189
$2.5M ﹤0.01%
191,813
+13,274
4190
$2.5M ﹤0.01%
417,426
+90,068
4191
$2.5M ﹤0.01%
47,766
-11,388
4192
$2.5M ﹤0.01%
56,585
-34,833
4193
$2.49M ﹤0.01%
1,103,023
+66,197
4194
$2.49M ﹤0.01%
169,657
-176,090
4195
$2.49M ﹤0.01%
238,487
+9,844
4196
$2.48M ﹤0.01%
204,959
+158,768
4197
$2.47M ﹤0.01%
76,575
+3,440
4198
$2.47M ﹤0.01%
90,983
+10,195
4199
$2.47M ﹤0.01%
63,733
-104
4200
$2.47M ﹤0.01%
364,541
+21,848
166 167
168
169 170