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
4326
$2.01M ﹤0.01%
51,864
+6,084
4327
$2.01M ﹤0.01%
76,851
-4,328
4328
$2.01M ﹤0.01%
118,239
-11,972
4329
$2M ﹤0.01%
109,734
-435
4330
$2M ﹤0.01%
49,798
-91,172
4331
$1.99M ﹤0.01%
94,621
+31,320
4332
$1.97M ﹤0.01%
97,079
+1,673
4333
$1.97M ﹤0.01%
38,957
-644
4334
$1.97M ﹤0.01%
54,222
-3,837
4335
$1.96M ﹤0.01%
294,210
+75,880
4336
$1.96M ﹤0.01%
106,572
+86,256
4337
$1.96M ﹤0.01%
53,528
-10,404
4338
$1.96M ﹤0.01%
117,409
-148,539
4339
$1.95M ﹤0.01%
456,015
-1,043,429
4340
$1.95M ﹤0.01%
666,246
4341
$1.94M ﹤0.01%
63,442
+1,123
4342
$1.94M ﹤0.01%
172,484
-123,733
4343
$1.93M ﹤0.01%
196,200
+742
4344
$1.93M ﹤0.01%
43,530
+33,715
4345
$1.93M ﹤0.01%
43,991
+3,659
4346
$1.93M ﹤0.01%
66,746
-2,757
4347
$1.93M ﹤0.01%
392,506
+260,222
4348
$1.93M ﹤0.01%
148,769
-7,482
4349
$1.92M ﹤0.01%
164,405
+3,552
4350
$1.92M ﹤0.01%
2,077,172
-175,252
172 173
174
175 176