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
5676
$123K ﹤0.01%
5,231
+3,631
5677
$123K ﹤0.01%
3,759
+1,775
5678
$123K ﹤0.01%
16,036
-9
5679
$122K ﹤0.01%
5,651
+746
5680
$122K ﹤0.01%
86,628
+23,436
5681
$122K ﹤0.01%
11,077
+1,429
5682
$122K ﹤0.01%
48,301
+34,825
5683
$121K ﹤0.01%
74,070
-44,351
5684
$121K ﹤0.01%
74,202
+29,432
5685
$121K ﹤0.01%
10,982
-987
5686
$121K ﹤0.01%
6,163
+1,162
5687
$120K ﹤0.01%
+3,000
5688
$120K ﹤0.01%
2,502
-1,080
5689
$120K ﹤0.01%
2,100
-514
5690
$120K ﹤0.01%
5,999
-2,678
5691
$120K ﹤0.01%
11,942
-5,189
5692
$120K ﹤0.01%
3,087
5693
$119K ﹤0.01%
79,618
+8,718
5694
$119K ﹤0.01%
5,525
+647
5695
$119K ﹤0.01%
19,773
+2,460
5696
$118K ﹤0.01%
46,414
-1,037
5697
$118K ﹤0.01%
62,140
-1,600
5698
$117K ﹤0.01%
2,975
5699
$117K ﹤0.01%
6,927
5700
$116K ﹤0.01%
24,140
-12,114
226 227
228
229 230