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
5951
$60.6K ﹤0.01%
3,991
+148
5952
$60.6K ﹤0.01%
31,724
-1,856
5953
$60.3K ﹤0.01%
720
5954
$60.1K ﹤0.01%
5,025
5955
$59.6K ﹤0.01%
1,929
-660
5956
$59.4K ﹤0.01%
3,282
-38
5957
$59.4K ﹤0.01%
+2,771
5958
$59.2K ﹤0.01%
3,836
5959
$59K ﹤0.01%
19,981
-3,649
5960
$58.9K ﹤0.01%
9,878
+2,646
5961
$58.7K ﹤0.01%
1,750
5962
$58.5K ﹤0.01%
889
+390
5963
$58.5K ﹤0.01%
4,868
+892
5964
$58.3K ﹤0.01%
7,300
5965
$58K ﹤0.01%
1,877
-2,457
5966
$57.9K ﹤0.01%
2,469
+1,780
5967
$57.9K ﹤0.01%
156,508
-63,807
5968
$57.6K ﹤0.01%
42,657
-78,852
5969
$57.6K ﹤0.01%
5,645
-76,592
5970
$57.5K ﹤0.01%
2,103
+101
5971
$57.3K ﹤0.01%
32,370
+4,095
5972
$57.1K ﹤0.01%
1,682
+1,510
5973
$57K ﹤0.01%
416
-776
5974
$56.9K ﹤0.01%
2,391
-142
5975
$56.7K ﹤0.01%
5,189
+4,522
237 238
239
240 241