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
4226
$2.35M ﹤0.01%
314,444
-25,386
4227
$2.35M ﹤0.01%
408,457
-519,674
4228
$2.34M ﹤0.01%
79,552
-7,123
4229
$2.34M ﹤0.01%
102,003
+1,541
4230
$2.34M ﹤0.01%
59,511
+13,447
4231
$2.34M ﹤0.01%
176,680
-386,534
4232
$2.34M ﹤0.01%
63,449
+2,275
4233
$2.33M ﹤0.01%
364,770
+94,671
4234
$2.33M ﹤0.01%
898,132
+41,823
4235
$2.33M ﹤0.01%
1,649,245
-449,925
4236
$2.32M ﹤0.01%
84,170
-5,472
4237
$2.32M ﹤0.01%
437,094
-456,009
4238
$2.32M ﹤0.01%
185,968
-67,678
4239
$2.32M ﹤0.01%
344,129
+5,656
4240
$2.31M ﹤0.01%
227,215
-3,373
4241
$2.31M ﹤0.01%
223,227
-129,676
4242
$2.3M ﹤0.01%
236,505
-122,695
4243
$2.3M ﹤0.01%
127,490
+19,914
4244
$2.3M ﹤0.01%
156,841
+123,844
4245
$2.3M ﹤0.01%
248,079
-19,631
4246
$2.3M ﹤0.01%
72,045
-12,558
4247
$2.3M ﹤0.01%
88,834
-2,658
4248
$2.29M ﹤0.01%
805,039
-32,816
4249
$2.29M ﹤0.01%
115,207
-12,111
4250
$2.29M ﹤0.01%
47,421
+191
168 169
170
171 172