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
5926
$64.9K ﹤0.01%
1,985
-100,764
5927
$64.9K ﹤0.01%
81,116
-311,300
5928
$64.9K ﹤0.01%
+9,599
5929
$64.4K ﹤0.01%
2,296
5930
$64.2K ﹤0.01%
15,401
-4,660
5931
$64.2K ﹤0.01%
7,839
+5,751
5932
$64.2K ﹤0.01%
58,860
-34,353
5933
$63.6K ﹤0.01%
1,500
-34
5934
$63.4K ﹤0.01%
18,117
5935
$63.3K ﹤0.01%
13,021
-61,509
5936
$63.2K ﹤0.01%
3,584
+225
5937
$63.2K ﹤0.01%
6,102
+102
5938
$63K ﹤0.01%
4,375
-501
5939
$62.6K ﹤0.01%
2,930
-1,907
5940
$62.5K ﹤0.01%
2,000
5941
$62.4K ﹤0.01%
26,129
+9,380
5942
$62.3K ﹤0.01%
2,095
+1,470
5943
$62.3K ﹤0.01%
6,613
-17,973
5944
$62.3K ﹤0.01%
1,759
-428
5945
$61.6K ﹤0.01%
+2,518
5946
$61.5K ﹤0.01%
43,335
+12,439
5947
$61.4K ﹤0.01%
+2,060
5948
$61.3K ﹤0.01%
20,178
-11
5949
$60.9K ﹤0.01%
7,786
-4,457
5950
$60.7K ﹤0.01%
260
-1
236 237
238
239 240