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
5901
$70K ﹤0.01%
10,283
-18,777
5902
$69K ﹤0.01%
+2,705
5903
$68.9K ﹤0.01%
14,185
-29,131
5904
$68.8K ﹤0.01%
72,753
-210,906
5905
$68.7K ﹤0.01%
57,235
+32,915
5906
$68.4K ﹤0.01%
590
+234
5907
$68.2K ﹤0.01%
2,677
+2,094
5908
$67.9K ﹤0.01%
2,678
+49
5909
$67.6K ﹤0.01%
6,441
+5,100
5910
$67.5K ﹤0.01%
2,414
+937
5911
$67.4K ﹤0.01%
1,604
5912
$67.3K ﹤0.01%
2,840
-335
5913
$66.9K ﹤0.01%
2,328
+201
5914
$66.8K ﹤0.01%
3,158
-480
5915
$66.5K ﹤0.01%
34,818
+23,055
5916
$66.5K ﹤0.01%
2,490
5917
$66.2K ﹤0.01%
6,301
-125
5918
$65.7K ﹤0.01%
1,737
5919
$65.7K ﹤0.01%
7,335
-1,814
5920
$65.7K ﹤0.01%
3,345
+800
5921
$65.7K ﹤0.01%
12,027
+473
5922
$65.3K ﹤0.01%
5,000
5923
$65.2K ﹤0.01%
8,507
+786
5924
$65.2K ﹤0.01%
5,102
+601
5925
$65.1K ﹤0.01%
1,342
+5
235 236
237
238 239