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
5651
$131K ﹤0.01%
+10,663
5652
$130K ﹤0.01%
14,596
+1,534
5653
$130K ﹤0.01%
8,330
-16,862
5654
$130K ﹤0.01%
16,934
-24,076
5655
$129K ﹤0.01%
48,506
-8,722
5656
$128K ﹤0.01%
4,701
+1,615
5657
$128K ﹤0.01%
16,900
-1,400
5658
$128K ﹤0.01%
15,716
-5,527
5659
$127K ﹤0.01%
3,542
+3,290
5660
$126K ﹤0.01%
2,074
+1,688
5661
$126K ﹤0.01%
36,573
-13,399
5662
$126K ﹤0.01%
10,011
-1,971
5663
$125K ﹤0.01%
16,728
-789
5664
$125K ﹤0.01%
11,929
-5,501
5665
$125K ﹤0.01%
5,743
+103
5666
$125K ﹤0.01%
3,825
-575
5667
$125K ﹤0.01%
3,748
-2,045
5668
$125K ﹤0.01%
34,508
-342
5669
$125K ﹤0.01%
61,234
+35,763
5670
$125K ﹤0.01%
4,161
-1,299
5671
$124K ﹤0.01%
67,639
-103,241
5672
$124K ﹤0.01%
106,364
-17,701
5673
$124K ﹤0.01%
3,530
-2,592
5674
$124K ﹤0.01%
21,916
+12,582
5675
$124K ﹤0.01%
4,462
-8,650
225 226
227
228 229