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
5376
$253K ﹤0.01%
10,045
-10,067
5377
$251K ﹤0.01%
6,904
-590
5378
$250K ﹤0.01%
5,346
+363
5379
$250K ﹤0.01%
18,710
+6,977
5380
$250K ﹤0.01%
+5,325
5381
$248K ﹤0.01%
23,902
-10,617
5382
$247K ﹤0.01%
9,325
-321
5383
$247K ﹤0.01%
195,891
+25,136
5384
$247K ﹤0.01%
10,545
+2,598
5385
$247K ﹤0.01%
57,100
-88
5386
$246K ﹤0.01%
111,434
-205,414
5387
$245K ﹤0.01%
12,216
+1,619
5388
$245K ﹤0.01%
467
+379
5389
$244K ﹤0.01%
9,118
-1,129
5390
$244K ﹤0.01%
6,088
-3,954
5391
$243K ﹤0.01%
95,611
5392
$242K ﹤0.01%
27,089
-16,463
5393
$241K ﹤0.01%
9,634
-6,926
5394
$241K ﹤0.01%
37,459
+9,938
5395
$241K ﹤0.01%
11,700
5396
$241K ﹤0.01%
43,422
-3,271
5397
$241K ﹤0.01%
10,631
-6,033
5398
$241K ﹤0.01%
7,247
-2,553
5399
$241K ﹤0.01%
14,440
+6,900
5400
$241K ﹤0.01%
22,655
+6,107
214 215
216
217 218