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
4626
$1.17M ﹤0.01%
72,812
+16,460
4627
$1.17M ﹤0.01%
99,103
+10,475
4628
$1.17M ﹤0.01%
30,464
-5,258
4629
$1.17M ﹤0.01%
85,645
-10,167
4630
$1.17M ﹤0.01%
112,946
+620
4631
$1.17M ﹤0.01%
12,559
-4,319
4632
$1.16M ﹤0.01%
107,921
-5,659
4633
$1.16M ﹤0.01%
289,621
+51,744
4634
$1.16M ﹤0.01%
24,614
+7,417
4635
$1.15M ﹤0.01%
148,581
+54,552
4636
$1.15M ﹤0.01%
159,900
+3,900
4637
$1.15M ﹤0.01%
171,681
-48,722
4638
$1.15M ﹤0.01%
14,462
+1,019
4639
$1.14M ﹤0.01%
156,045
-329,009
4640
$1.14M ﹤0.01%
323,603
-16,292
4641
$1.14M ﹤0.01%
35,629
-1,972
4642
$1.14M ﹤0.01%
50,093
+32,054
4643
$1.14M ﹤0.01%
87,162
+10,105
4644
$1.13M ﹤0.01%
94,413
4645
$1.13M ﹤0.01%
194,084
-9,760
4646
$1.13M ﹤0.01%
824,007
+65,144
4647
$1.13M ﹤0.01%
354,855
-22,581
4648
$1.13M ﹤0.01%
103,061
+12,119
4649
$1.13M ﹤0.01%
135,183
+11,270
4650
$1.12M ﹤0.01%
8,067
-596
184 185
186
187 188