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
5851
$81.5K ﹤0.01%
5,103
+1,988
5852
$80.1K ﹤0.01%
13,616
+11
5853
$80K ﹤0.01%
2,764
-13,872
5854
$80K ﹤0.01%
2,500
5855
$79.8K ﹤0.01%
2,872
+55
5856
$79.8K ﹤0.01%
6,134
+998
5857
$79.7K ﹤0.01%
2,728
-20
5858
$79.4K ﹤0.01%
10,820
+10,651
5859
$79.2K ﹤0.01%
2,408
-492
5860
$78.8K ﹤0.01%
37,156
5861
$78.2K ﹤0.01%
5,413
5862
$78.1K ﹤0.01%
49,451
5863
$78K ﹤0.01%
5,651
-24,016
5864
$78K ﹤0.01%
817
-3,923
5865
$77.9K ﹤0.01%
175
+142
5866
$77.5K ﹤0.01%
22,782
+6,452
5867
$77K ﹤0.01%
45,586
+12,927
5868
$77K ﹤0.01%
5,790
+900
5869
$76.9K ﹤0.01%
4,360
+200
5870
$76.9K ﹤0.01%
958
-799
5871
$76.8K ﹤0.01%
4,108
5872
$76.6K ﹤0.01%
7,116
-315
5873
$75.4K ﹤0.01%
16,542
+272
5874
$75.3K ﹤0.01%
25,187
+5,289
5875
$75.2K ﹤0.01%
9,343
-2,343
233 234
235
236 237