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
4476
$1.55M ﹤0.01%
7,279
+4,732
4477
$1.55M ﹤0.01%
82,108
-710
4478
$1.55M ﹤0.01%
119,518
+177
4479
$1.55M ﹤0.01%
36,153
+18,143
4480
$1.54M ﹤0.01%
49,775
-21,805
4481
$1.54M ﹤0.01%
98,824
+60,202
4482
$1.54M ﹤0.01%
87,218
-50,742
4483
$1.54M ﹤0.01%
39,325
-4,049
4484
$1.53M ﹤0.01%
23,291
-2,692
4485
$1.53M ﹤0.01%
181,844
+1,553
4486
$1.53M ﹤0.01%
216,828
-39,139
4487
$1.53M ﹤0.01%
31,539
-4,945
4488
$1.52M ﹤0.01%
302,296
-32,024
4489
$1.52M ﹤0.01%
19,951
+3,025
4490
$1.5M ﹤0.01%
14,561
+937
4491
$1.5M ﹤0.01%
1,366,892
-274
4492
$1.5M ﹤0.01%
312,818
+99,390
4493
$1.5M ﹤0.01%
32,152
+27,436
4494
$1.5M ﹤0.01%
59,696
+955
4495
$1.49M ﹤0.01%
181,254
+10,928
4496
$1.49M ﹤0.01%
1,664,653
+476,570
4497
$1.49M ﹤0.01%
372,131
+104,111
4498
$1.49M ﹤0.01%
341,325
-496,296
4499
$1.49M ﹤0.01%
591,986
-177,785
4500
$1.48M ﹤0.01%
74,126
-15,590
178 179
180
181 182