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
5976
$56.4K ﹤0.01%
9,221
-17,683
5977
$56.4K ﹤0.01%
5,669
+4,869
5978
$56.3K ﹤0.01%
11,151
-660
5979
$55.8K ﹤0.01%
2,724
+25
5980
$55.7K ﹤0.01%
10,449
+4,738
5981
$55.4K ﹤0.01%
1,079
-319
5982
$55.1K ﹤0.01%
5,249
+4,844
5983
$55.1K ﹤0.01%
2,000
5984
$55.1K ﹤0.01%
3,899
-1,000
5985
$54.7K ﹤0.01%
10,125
5986
$54.3K ﹤0.01%
23,015
+22,015
5987
$54.2K ﹤0.01%
2,178
-653
5988
$54.1K ﹤0.01%
57
-4
5989
$54.1K ﹤0.01%
18,715
-51,248
5990
$54.1K ﹤0.01%
9,080
-9,380
5991
$54K ﹤0.01%
10,906
-2,797
5992
$53.8K ﹤0.01%
37,125
5993
$53.8K ﹤0.01%
28,473
-19,881
5994
$53.8K ﹤0.01%
+4,901
5995
$53.6K ﹤0.01%
4,804
-26
5996
$53.2K ﹤0.01%
5,071
+4,969
5997
$52.9K ﹤0.01%
1,580
5998
$52.7K ﹤0.01%
3,209
+1,366
5999
$52.6K ﹤0.01%
1,040
+90
6000
$52.6K ﹤0.01%
727
-117
238 239
240
241 242