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
5051
$513K ﹤0.01%
53,296
-1,995
5052
$513K ﹤0.01%
76,014
-156
5053
$510K ﹤0.01%
38,473
-9,431
5054
$510K ﹤0.01%
15,350
5055
$507K ﹤0.01%
18,548
+12,950
5056
$505K ﹤0.01%
230,708
+59,164
5057
$505K ﹤0.01%
85,270
+5,549
5058
$504K ﹤0.01%
28,651
+21,565
5059
$504K ﹤0.01%
22,516
+1,738
5060
$503K ﹤0.01%
69,538
-25,803
5061
$501K ﹤0.01%
1,043,776
-318,425
5062
$501K ﹤0.01%
556,468
-184,354
5063
$501K ﹤0.01%
22,155
+9,380
5064
$499K ﹤0.01%
54,858
-26,139
5065
$499K ﹤0.01%
202,737
-145,137
5066
$498K ﹤0.01%
83,896
-3,411
5067
$498K ﹤0.01%
13,137
-29,217
5068
$495K ﹤0.01%
101,051
+40,204
5069
$495K ﹤0.01%
2,245
+1,029
5070
$495K ﹤0.01%
+20,883
5071
$495K ﹤0.01%
11,647
-5,451
5072
$493K ﹤0.01%
6,527
+4,435
5073
$493K ﹤0.01%
14,798
-1,161
5074
$492K ﹤0.01%
25,098
-2,737
5075
$489K ﹤0.01%
32,027
+8,336
201 202
203
204 205