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
5076
$489K ﹤0.01%
8,948
+703
5077
$486K ﹤0.01%
66,417
+5,795
5078
$485K ﹤0.01%
8,071
-1,015
5079
$485K ﹤0.01%
190,035
+26,394
5080
$484K ﹤0.01%
24,293
+2,750
5081
$483K ﹤0.01%
502
+30
5082
$482K ﹤0.01%
11,298
-400
5083
$482K ﹤0.01%
142,539
+16,844
5084
$479K ﹤0.01%
505,829
+379,347
5085
$479K ﹤0.01%
184,213
+77,228
5086
$474K ﹤0.01%
356,600
+54,500
5087
$474K ﹤0.01%
172,233
-38,422
5088
$473K ﹤0.01%
75,307
-81,563
5089
$472K ﹤0.01%
118,122
+26,362
5090
$472K ﹤0.01%
33,701
+27,657
5091
$472K ﹤0.01%
280,953
-129,880
5092
$472K ﹤0.01%
158,323
-511
5093
$472K ﹤0.01%
48,221
+35,773
5094
$471K ﹤0.01%
21,400
+21,330
5095
$471K ﹤0.01%
263,097
-437
5096
$471K ﹤0.01%
38,353
-14,474
5097
$467K ﹤0.01%
15,079
+2,160
5098
$466K ﹤0.01%
26,281
-4,489
5099
$465K ﹤0.01%
26,203
+11,681
5100
$463K ﹤0.01%
17,035
+405
202 203
204
205 206