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
4276
$2.2M ﹤0.01%
144,779
+1,971
4277
$2.19M ﹤0.01%
283,523
+214,902
4278
$2.19M ﹤0.01%
47,658
-41,226
4279
$2.18M ﹤0.01%
215,053
+7,922
4280
$2.17M ﹤0.01%
101,475
-9,982
4281
$2.17M ﹤0.01%
100,146
+6,507
4282
$2.17M ﹤0.01%
196,923
+7,133
4283
$2.16M ﹤0.01%
49,546
-12,488
4284
$2.16M ﹤0.01%
25,242
+1,682
4285
$2.16M ﹤0.01%
263,802
-6,205
4286
$2.16M ﹤0.01%
392,802
+391,056
4287
$2.15M ﹤0.01%
106,516
-13,190
4288
$2.15M ﹤0.01%
78,664
+8,775
4289
$2.15M ﹤0.01%
353,460
-257,045
4290
$2.15M ﹤0.01%
54,510
-1,295
4291
$2.14M ﹤0.01%
39,645
+12,270
4292
$2.14M ﹤0.01%
45,167
-3,172
4293
$2.14M ﹤0.01%
950,448
-262,993
4294
$2.14M ﹤0.01%
310,238
-67,897
4295
$2.13M ﹤0.01%
73,212
+59,883
4296
$2.13M ﹤0.01%
69,440
-1,059
4297
$2.12M ﹤0.01%
431,804
+323,800
4298
$2.11M ﹤0.01%
32,515
+2,146
4299
$2.09M ﹤0.01%
20,964
+15,085
4300
$2.09M ﹤0.01%
209,097
-43,815
170 171
172
173 174