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
4526
$1.39M ﹤0.01%
276,263
+56,557
4527
$1.39M ﹤0.01%
362,334
+127,540
4528
$1.39M ﹤0.01%
324,868
+86,383
4529
$1.39M ﹤0.01%
234,707
-130,033
4530
$1.39M ﹤0.01%
122,398
-48,789
4531
$1.38M ﹤0.01%
133,084
+2,374
4532
$1.38M ﹤0.01%
47,966
+11,192
4533
$1.38M ﹤0.01%
208,955
+1,029
4534
$1.38M ﹤0.01%
119,320
-194,200
4535
$1.37M ﹤0.01%
166,455
-4,086
4536
$1.36M ﹤0.01%
157,132
-3,307
4537
$1.36M ﹤0.01%
2,949
-464
4538
$1.36M ﹤0.01%
63,373
-13,992
4539
$1.36M ﹤0.01%
52,628
+13,026
4540
$1.36M ﹤0.01%
41,532
-2,387
4541
$1.36M ﹤0.01%
109,601
-47,251
4542
$1.36M ﹤0.01%
55,134
+17,088
4543
$1.35M ﹤0.01%
53,153
+25,296
4544
$1.35M ﹤0.01%
435,525
+53,037
4545
$1.34M ﹤0.01%
965,421
-453,601
4546
$1.34M ﹤0.01%
54,225
-3,810
4547
$1.34M ﹤0.01%
330,910
-598,982
4548
$1.34M ﹤0.01%
65,105
+5,769
4549
$1.33M ﹤0.01%
168,508
-250,125
4550
$1.33M ﹤0.01%
444,190
-670,982
180 181
182
183 184