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
4576
$1.27M ﹤0.01%
64,362
+28,830
4577
$1.26M ﹤0.01%
211,548
-16,211
4578
$1.26M ﹤0.01%
43,832
+3,569
4579
$1.26M ﹤0.01%
12,092
-4,854
4580
$1.26M ﹤0.01%
380,421
-425,688
4581
$1.25M ﹤0.01%
123,831
+2,573
4582
$1.25M ﹤0.01%
66,378
-8,050
4583
$1.24M ﹤0.01%
59,540
+4,489
4584
$1.24M ﹤0.01%
320,635
+173,906
4585
$1.24M ﹤0.01%
744,431
+298,556
4586
$1.24M ﹤0.01%
56,265
+24,206
4587
$1.24M ﹤0.01%
167,128
+24,768
4588
$1.24M ﹤0.01%
73,991
+19,491
4589
$1.24M ﹤0.01%
83,505
+37,345
4590
$1.24M ﹤0.01%
228,534
-158,903
4591
$1.24M ﹤0.01%
68,511
-11,385
4592
$1.23M ﹤0.01%
26,038
-3,817
4593
$1.23M ﹤0.01%
14,593
+6,431
4594
$1.23M ﹤0.01%
24,849
-18,729
4595
$1.23M ﹤0.01%
29,938
+2,458
4596
$1.23M ﹤0.01%
91,502
-533,712
4597
$1.23M ﹤0.01%
144,502
-105,202
4598
$1.22M ﹤0.01%
70,571
+56,331
4599
$1.22M ﹤0.01%
130,638
+7,251
4600
$1.22M ﹤0.01%
257,317
+194,867
182 183
184
185 186