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
5726
$110K ﹤0.01%
70,393
+15,111
5727
$110K ﹤0.01%
2,449
5728
$110K ﹤0.01%
3,367
5729
$110K ﹤0.01%
2,386
+143
5730
$109K ﹤0.01%
7,768
-10,437
5731
$109K ﹤0.01%
3,315
5732
$109K ﹤0.01%
+2,040
5733
$109K ﹤0.01%
+210
5734
$109K ﹤0.01%
+6,099
5735
$109K ﹤0.01%
8,039
+6,558
5736
$109K ﹤0.01%
6,461
-98
5737
$109K ﹤0.01%
+11,898
5738
$108K ﹤0.01%
45,249
+28,906
5739
$108K ﹤0.01%
22,507
-16,698
5740
$108K ﹤0.01%
46,544
5741
$107K ﹤0.01%
17,009
5742
$107K ﹤0.01%
30,033
-7,008
5743
$107K ﹤0.01%
8,157
-2,766
5744
$107K ﹤0.01%
6,505
-2,639
5745
$107K ﹤0.01%
9,652
-159
5746
$107K ﹤0.01%
13,466
+1,336
5747
$106K ﹤0.01%
5,852
-7,081
5748
$106K ﹤0.01%
44,453
-241
5749
$106K ﹤0.01%
4,331
-5,683
5750
$106K ﹤0.01%
84,005
-9,582
228 229
230
231 232