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
5476
$203K ﹤0.01%
72,280
+16,334
5477
$201K ﹤0.01%
53,467
-88,459
5478
$201K ﹤0.01%
4,929
+550
5479
$201K ﹤0.01%
40,547
+22,901
5480
$200K ﹤0.01%
53,409
+4,687
5481
$200K ﹤0.01%
8,684
-8,913
5482
$199K ﹤0.01%
12,737
-1,785
5483
$198K ﹤0.01%
4,247
+118
5484
$197K ﹤0.01%
19,426
-9,598
5485
$196K ﹤0.01%
13,000
-4,530
5486
$196K ﹤0.01%
23,043
+71
5487
$195K ﹤0.01%
8,443
+42
5488
$195K ﹤0.01%
+8,180
5489
$194K ﹤0.01%
20,047
-3,973
5490
$194K ﹤0.01%
11,995
-7,332
5491
$194K ﹤0.01%
11,520
+8,077
5492
$193K ﹤0.01%
30,943
-59,684
5493
$193K ﹤0.01%
40,504
-9,071
5494
$193K ﹤0.01%
26,691
+15,627
5495
$193K ﹤0.01%
65,963
+3,150
5496
$193K ﹤0.01%
27,793
+26,339
5497
$192K ﹤0.01%
11,921
+6,038
5498
$192K ﹤0.01%
14,500
-230
5499
$191K ﹤0.01%
8,321
-2,943
5500
$190K ﹤0.01%
349,614
-48,166
218 219
220
221 222