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
5876
$74.5K ﹤0.01%
3,558
-277
5877
$74.4K ﹤0.01%
393
+306
5878
$74.3K ﹤0.01%
2,211
-1,806
5879
$74.2K ﹤0.01%
7,901
5880
$74.1K ﹤0.01%
+973
5881
$73.8K ﹤0.01%
2,170
-626
5882
$73.7K ﹤0.01%
15,324
-36,184
5883
$73.4K ﹤0.01%
17,671
-2,745
5884
$73.1K ﹤0.01%
673
5885
$73K ﹤0.01%
117,685
-16,127
5886
$72.6K ﹤0.01%
3,812
-433
5887
$72.5K ﹤0.01%
3,366
+2,084
5888
$72.3K ﹤0.01%
47,239
-11,417
5889
$72.2K ﹤0.01%
6,401
+1,328
5890
$71.8K ﹤0.01%
142,137
+12,987
5891
$71.7K ﹤0.01%
2,792
5892
$71.6K ﹤0.01%
1,955
+319
5893
$71.1K ﹤0.01%
229
+26
5894
$71.1K ﹤0.01%
35,885
-23,365
5895
$70.9K ﹤0.01%
5,224
-153
5896
$70.8K ﹤0.01%
11,100
+2,000
5897
$70.8K ﹤0.01%
27,016
-3,523
5898
$70.2K ﹤0.01%
1,800
5899
$70K ﹤0.01%
54,724
+54,528
5900
$70K ﹤0.01%
6,276
+5,776
234 235
236
237 238