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
4426
$1.69M ﹤0.01%
40,481
+3,142
4427
$1.68M ﹤0.01%
140,802
+67,972
4428
$1.68M ﹤0.01%
104,473
-41,023
4429
$1.67M ﹤0.01%
1,479,710
-621,955
4430
$1.67M ﹤0.01%
25,305
-1,927
4431
$1.67M ﹤0.01%
419,519
+28,358
4432
$1.67M ﹤0.01%
77,022
+3,728
4433
$1.66M ﹤0.01%
49,853
+7,849
4434
$1.66M ﹤0.01%
30,996
-35,441
4435
$1.66M ﹤0.01%
69,679
-363,455
4436
$1.66M ﹤0.01%
144,617
-279,856
4437
$1.65M ﹤0.01%
24,388
-53,327
4438
$1.65M ﹤0.01%
94,713
+2,491
4439
$1.65M ﹤0.01%
400,062
+207,139
4440
$1.64M ﹤0.01%
76,420
-8,692
4441
$1.63M ﹤0.01%
129,266
+14,841
4442
$1.63M ﹤0.01%
422,078
+7,896
4443
$1.63M ﹤0.01%
70,406
+10,332
4444
$1.63M ﹤0.01%
149,821
+58,370
4445
$1.63M ﹤0.01%
65,562
+21,007
4446
$1.62M ﹤0.01%
23,433
-523
4447
$1.62M ﹤0.01%
75,789
+34,770
4448
$1.62M ﹤0.01%
90,310
+76,447
4449
$1.61M ﹤0.01%
17,603
-3,010
4450
$1.61M ﹤0.01%
187,197
+51,313
176 177
178
179 180