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
5001
$561K ﹤0.01%
83,082
-44,667
5002
$559K ﹤0.01%
21,067
+20,417
5003
$559K ﹤0.01%
19,276
-86
5004
$559K ﹤0.01%
94,837
-67,611
5005
$559K ﹤0.01%
48,997
-8,184
5006
$558K ﹤0.01%
9,998
+4,541
5007
$558K ﹤0.01%
20,129
-548
5008
$555K ﹤0.01%
22,779
-30,300
5009
$555K ﹤0.01%
54,220
+13,337
5010
$554K ﹤0.01%
989,280
-68,278
5011
$551K ﹤0.01%
133,728
5012
$550K ﹤0.01%
41,643
+998
5013
$548K ﹤0.01%
45,154
-32,166
5014
$548K ﹤0.01%
+864
5015
$548K ﹤0.01%
32,474
+4,306
5016
$546K ﹤0.01%
211,773
+166,661
5017
$546K ﹤0.01%
213,415
+28,377
5018
$546K ﹤0.01%
2,770
+402
5019
$546K ﹤0.01%
84,257
+13,660
5020
$545K ﹤0.01%
79,507
-33,830
5021
$545K ﹤0.01%
223,429
+195,372
5022
$545K ﹤0.01%
137,560
-43,854
5023
$544K ﹤0.01%
3,789
+2,932
5024
$541K ﹤0.01%
82,468
+14,086
5025
$541K ﹤0.01%
65,313
-49,674
199 200
201
202 203