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
5751
$106K ﹤0.01%
3,620
-150
5752
$106K ﹤0.01%
25,095
-5,007
5753
$106K ﹤0.01%
5,335
5754
$106K ﹤0.01%
107,685
+247
5755
$105K ﹤0.01%
33,455
-1,663,822
5756
$105K ﹤0.01%
5,560
-7,999
5757
$104K ﹤0.01%
5,923
-2,997
5758
$104K ﹤0.01%
7,202
+2,486
5759
$104K ﹤0.01%
1,980
+49
5760
$103K ﹤0.01%
3,175
5761
$103K ﹤0.01%
3,500
-1,000
5762
$102K ﹤0.01%
33,307
-100
5763
$102K ﹤0.01%
8,658
+8,081
5764
$102K ﹤0.01%
2,980
+1,046
5765
$102K ﹤0.01%
11,253
+34
5766
$102K ﹤0.01%
3,022
+3,020
5767
$101K ﹤0.01%
32,386
-32,002
5768
$101K ﹤0.01%
3,500
5769
$101K ﹤0.01%
10,544
+2,800
5770
$100K ﹤0.01%
6,179
-14,311
5771
$100K ﹤0.01%
9,897
-3,377
5772
$99.7K ﹤0.01%
5,358
-494
5773
$99.6K ﹤0.01%
12,588
-21,495
5774
$99.5K ﹤0.01%
+3,962
5775
$99.4K ﹤0.01%
20,360
+3,160
229 230
231
232 233