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
5526
$178K ﹤0.01%
3,914
+140
5527
$178K ﹤0.01%
1,470
+1,023
5528
$178K ﹤0.01%
83,873
+7,609
5529
$176K ﹤0.01%
904
+406
5530
$176K ﹤0.01%
15,108
+1,006
5531
$176K ﹤0.01%
40,303
+21,700
5532
$176K ﹤0.01%
53,644
+20,782
5533
$176K ﹤0.01%
6,926
-10,539
5534
$175K ﹤0.01%
176,854
-37,769
5535
$173K ﹤0.01%
5,937
-7,243
5536
$173K ﹤0.01%
31,204
+1,329
5537
$172K ﹤0.01%
16,412
+15,096
5538
$172K ﹤0.01%
17,819
-6,350
5539
$172K ﹤0.01%
55,156
+43,528
5540
$171K ﹤0.01%
79,707
-88,402
5541
$171K ﹤0.01%
8,591
5542
$170K ﹤0.01%
979
-689
5543
$170K ﹤0.01%
13,076
+12,056
5544
$170K ﹤0.01%
27,716
-32,643
5545
$169K ﹤0.01%
2,574
-63,048
5546
$168K ﹤0.01%
31,390
-11,841
5547
$168K ﹤0.01%
16,485
+150
5548
$168K ﹤0.01%
21,681
+19,581
5549
$166K ﹤0.01%
4,000
5550
$166K ﹤0.01%
4,760
-1,146
220 221
222
223 224