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
4926
$668K ﹤0.01%
135,315
+2,018
4927
$668K ﹤0.01%
15,263
+939
4928
$668K ﹤0.01%
97,709
+79,850
4929
$668K ﹤0.01%
33,362
-9,333
4930
$667K ﹤0.01%
1,822
-3,120
4931
$667K ﹤0.01%
244,269
-4,900
4932
$667K ﹤0.01%
32,265
+3,813
4933
$664K ﹤0.01%
173,929
-40,710
4934
$663K ﹤0.01%
241,039
-53,099
4935
$662K ﹤0.01%
79,966
-12,084
4936
$661K ﹤0.01%
4,174
+1,187
4937
$661K ﹤0.01%
6,933
-654
4938
$660K ﹤0.01%
27,407
+265
4939
$660K ﹤0.01%
236,647
-35,662
4940
$660K ﹤0.01%
112,367
+31,948
4941
$659K ﹤0.01%
25,865
+1,616
4942
$658K ﹤0.01%
81,508
-10,588
4943
$657K ﹤0.01%
25,114
-13,570
4944
$655K ﹤0.01%
28,260
-4,930
4945
$652K ﹤0.01%
62,953
-80,506
4946
$651K ﹤0.01%
9,085
-5,782
4947
$650K ﹤0.01%
22,024
-9,438
4948
$649K ﹤0.01%
163,375
+67,960
4949
$649K ﹤0.01%
132,086
+28,022
4950
$648K ﹤0.01%
104,693
+9,425
196 197
198
199 200