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
4826
$802K ﹤0.01%
97,610
+5
4827
$801K ﹤0.01%
188,130
-4,056
4828
$801K ﹤0.01%
158,642
-856,939
4829
$801K ﹤0.01%
7,407
+5,117
4830
$800K ﹤0.01%
40,598
-17,443
4831
$800K ﹤0.01%
24,467
+1,244
4832
$799K ﹤0.01%
26,308
+16,148
4833
$796K ﹤0.01%
67,768
+10,336
4834
$793K ﹤0.01%
554,767
-33,701
4835
$793K ﹤0.01%
4,541
-729
4836
$792K ﹤0.01%
338,664
-103,919
4837
$792K ﹤0.01%
452,720
+31,387
4838
$790K ﹤0.01%
19,423
+5,321
4839
$788K ﹤0.01%
66,336
-6,017
4840
$785K ﹤0.01%
30,260
-591
4841
$784K ﹤0.01%
4,574
-416
4842
$783K ﹤0.01%
442,467
+382,428
4843
$782K ﹤0.01%
115,454
-82,361
4844
$780K ﹤0.01%
33,929
-392,993
4845
$779K ﹤0.01%
32,929
+12,801
4846
$778K ﹤0.01%
36,187
+11,182
4847
$778K ﹤0.01%
100,393
+36,120
4848
$777K ﹤0.01%
92,374
+70,384
4849
$773K ﹤0.01%
21,636
+6,885
4850
$772K ﹤0.01%
37,103
+12,252
192 193
194
195 196