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
5701
$116K ﹤0.01%
26
+13
5702
$116K ﹤0.01%
+3,291
5703
$116K ﹤0.01%
47,469
+3,667
5704
$116K ﹤0.01%
5,713
-8,158
5705
$116K ﹤0.01%
11,413
-3,024
5706
$116K ﹤0.01%
117,898
+4,439
5707
$116K ﹤0.01%
6,600
-5,665
5708
$115K ﹤0.01%
43,851
+3,692
5709
$114K ﹤0.01%
4,772
-840
5710
$114K ﹤0.01%
7,554
+1,938
5711
$114K ﹤0.01%
6,312
+3,241
5712
$114K ﹤0.01%
36,986
+8,082
5713
$114K ﹤0.01%
17,091
+2,751
5714
$114K ﹤0.01%
308,354
+172,122
5715
$114K ﹤0.01%
3,000
5716
$113K ﹤0.01%
2,743
-181
5717
$113K ﹤0.01%
29,116
-13,249
5718
$113K ﹤0.01%
3,730
+609
5719
$113K ﹤0.01%
77,262
-50,168
5720
$112K ﹤0.01%
68,843
+2,900
5721
$112K ﹤0.01%
41,189
+2,100
5722
$112K ﹤0.01%
25,634
+21,500
5723
$111K ﹤0.01%
4,644
+1,140
5724
$110K ﹤0.01%
4,054
-270
5725
$110K ﹤0.01%
8,505
+2,881
227 228
229
230 231