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
5326
$282K ﹤0.01%
8,210
+8,199
5327
$282K ﹤0.01%
32,193
+25,447
5328
$282K ﹤0.01%
+4,393
5329
$281K ﹤0.01%
145,733
+43,738
5330
$280K ﹤0.01%
+11,000
5331
$280K ﹤0.01%
15,348
+1,755
5332
$280K ﹤0.01%
131,428
+8,880
5333
$279K ﹤0.01%
16,200
-39,036
5334
$279K ﹤0.01%
32,569
+13,357
5335
$277K ﹤0.01%
+10,916
5336
$277K ﹤0.01%
10,992
+1,035
5337
$277K ﹤0.01%
91,301
+50,677
5338
$276K ﹤0.01%
9,964
+3,616
5339
$275K ﹤0.01%
14,409
-383
5340
$275K ﹤0.01%
4,768
-11,671
5341
$275K ﹤0.01%
37,220
+7,370
5342
$275K ﹤0.01%
137,297
+55,121
5343
$274K ﹤0.01%
10,950
+551
5344
$272K ﹤0.01%
43,499
-11,415
5345
$272K ﹤0.01%
724
5346
$272K ﹤0.01%
10,638
+1,380
5347
$271K ﹤0.01%
103,216
-800
5348
$271K ﹤0.01%
108,475
-22,844
5349
$268K ﹤0.01%
14,050
+4,700
5350
$268K ﹤0.01%
6,701
+538
212 213
214
215 216