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
4601
$1.22M ﹤0.01%
139,590
-2,346
4602
$1.22M ﹤0.01%
252,440
+151
4603
$1.22M ﹤0.01%
117,678
+1,227
4604
$1.22M ﹤0.01%
214,309
+139,226
4605
$1.21M ﹤0.01%
24,845
-47,382
4606
$1.21M ﹤0.01%
17,597
-2,463
4607
$1.21M ﹤0.01%
107,207
+84,467
4608
$1.21M ﹤0.01%
222,415
-41,891
4609
$1.21M ﹤0.01%
62,033
-22,602
4610
$1.21M ﹤0.01%
111,980
+6,258
4611
$1.2M ﹤0.01%
49,133
+30,447
4612
$1.2M ﹤0.01%
190,768
+121,391
4613
$1.2M ﹤0.01%
232,765
-948,938
4614
$1.2M ﹤0.01%
79,964
+34,984
4615
$1.2M ﹤0.01%
20,816
+14,094
4616
$1.19M ﹤0.01%
27,531
+7,031
4617
$1.19M ﹤0.01%
177,583
-17,031
4618
$1.19M ﹤0.01%
32,920
+20,933
4619
$1.19M ﹤0.01%
48,379
-32
4620
$1.19M ﹤0.01%
46,800
+32,915
4621
$1.18M ﹤0.01%
68,830
-19,347
4622
$1.18M ﹤0.01%
28,891
-3,073
4623
$1.18M ﹤0.01%
169,713
+51,203
4624
$1.18M ﹤0.01%
74,121
+21,874
4625
$1.17M ﹤0.01%
33,695
-8,372
183 184
185
186 187