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
4401
$1.75M ﹤0.01%
25,896
-8,434
4402
$1.74M ﹤0.01%
318,081
+67,751
4403
$1.74M ﹤0.01%
53,509
-26,050
4404
$1.74M ﹤0.01%
351,324
+30,537
4405
$1.73M ﹤0.01%
114,103
-9,618
4406
$1.73M ﹤0.01%
57,218
+1,541
4407
$1.73M ﹤0.01%
88,430
+9,335
4408
$1.72M ﹤0.01%
81,251
+17,764
4409
$1.72M ﹤0.01%
218,438
+202,238
4410
$1.72M ﹤0.01%
174,131
-3,994
4411
$1.72M ﹤0.01%
763,753
-255,328
4412
$1.71M ﹤0.01%
139,863
-60,944
4413
$1.71M ﹤0.01%
32,121
+6,558
4414
$1.71M ﹤0.01%
80,928
-124,968
4415
$1.71M ﹤0.01%
609,862
-107,439
4416
$1.7M ﹤0.01%
103,181
-113,440
4417
$1.7M ﹤0.01%
94,681
-15,955
4418
$1.7M ﹤0.01%
655,276
-183,251
4419
$1.7M ﹤0.01%
114,654
+24,505
4420
$1.7M ﹤0.01%
67,468
+5,413
4421
$1.7M ﹤0.01%
130,120
+2,364
4422
$1.69M ﹤0.01%
17,378
+2,587
4423
$1.69M ﹤0.01%
184,777
-757
4424
$1.69M ﹤0.01%
127,050
+60,026
4425
$1.69M ﹤0.01%
112,088
-6,887
175 176
177
178 179