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
5451
$217K ﹤0.01%
8,466
+2,550
5452
$215K ﹤0.01%
+4,174
5453
$215K ﹤0.01%
45,840
-2,494
5454
$215K ﹤0.01%
152,229
-153,891
5455
$213K ﹤0.01%
41,363
-98,261
5456
$213K ﹤0.01%
4,238
-89
5457
$212K ﹤0.01%
58,892
-25,132
5458
$212K ﹤0.01%
432,455
-93,187
5459
$212K ﹤0.01%
34,448
5460
$209K ﹤0.01%
14,096
+2,052
5461
$209K ﹤0.01%
51,032
-34,615
5462
$209K ﹤0.01%
21,224
-3,021
5463
$209K ﹤0.01%
7,338
+6
5464
$209K ﹤0.01%
18,326
+13,287
5465
$208K ﹤0.01%
4,603
-1,430
5466
$207K ﹤0.01%
9,484
-30,105
5467
$207K ﹤0.01%
30,982
-3,547
5468
$206K ﹤0.01%
42,714
-11,792
5469
$206K ﹤0.01%
15,935
+689
5470
$206K ﹤0.01%
8,852
-28,735
5471
$206K ﹤0.01%
86,109
+85,653
5472
$205K ﹤0.01%
29,822
5473
$204K ﹤0.01%
4,334
-1,962
5474
$204K ﹤0.01%
16,629
-13,323
5475
$204K ﹤0.01%
44,077
+22,358
217 218
219
220 221