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
4701
$1.01M ﹤0.01%
777,136
-808,796
4702
$1.01M ﹤0.01%
68,585
+20,492
4703
$1.01M ﹤0.01%
212,467
4704
$1.01M ﹤0.01%
96,921
+38,342
4705
$1.01M ﹤0.01%
93,368
+23,809
4706
$1M ﹤0.01%
34,045
+10,327
4707
$1,000K ﹤0.01%
269,479
+96,635
4708
$999K ﹤0.01%
122,341
-213,609
4709
$997K ﹤0.01%
55,473
-2,175
4710
$997K ﹤0.01%
42,275
+26,918
4711
$997K ﹤0.01%
87,439
+70,535
4712
$996K ﹤0.01%
80,665
+8,072
4713
$991K ﹤0.01%
27,812
+9,705
4714
$991K ﹤0.01%
33,083
-10,750
4715
$991K ﹤0.01%
43,839
+1,004
4716
$990K ﹤0.01%
137,320
-93,343
4717
$990K ﹤0.01%
80,742
-83,119
4718
$990K ﹤0.01%
67,454
-62,307
4719
$988K ﹤0.01%
213,805
-3,203
4720
$987K ﹤0.01%
138,468
-13,915
4721
$986K ﹤0.01%
36,425
-2,370
4722
$985K ﹤0.01%
8,062
-60,150
4723
$981K ﹤0.01%
24,886
-28,427
4724
$978K ﹤0.01%
555,916
+74,090
4725
$975K ﹤0.01%
350,647
-223,119
187 188
189
190 191