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
6101
$40.8K ﹤0.01%
1,495
6102
$40.8K ﹤0.01%
1,515
6103
$40.7K ﹤0.01%
1,131
6104
$40.6K ﹤0.01%
3,965
-10,149
6105
$40.6K ﹤0.01%
3,928
6106
$40.5K ﹤0.01%
341
6107
$40.2K ﹤0.01%
2,772
6108
$40.1K ﹤0.01%
5,700
6109
$40K ﹤0.01%
435
-241
6110
$40K ﹤0.01%
21,869
6111
$40K ﹤0.01%
1,050
-502
6112
$39.9K ﹤0.01%
1,497
+702
6113
$39.7K ﹤0.01%
5,396
-7,677
6114
$39.7K ﹤0.01%
25,950
-47,686
6115
$39.6K ﹤0.01%
48,129
-4,019
6116
$39.4K ﹤0.01%
33,569
-9,270
6117
$39.4K ﹤0.01%
1,192
+997
6118
$38.9K ﹤0.01%
+1,715
6119
$38.9K ﹤0.01%
5,354
+50
6120
$38.5K ﹤0.01%
8,967
-8,370
6121
$38.5K ﹤0.01%
23,600
6122
$38.4K ﹤0.01%
12,536
6123
$38.3K ﹤0.01%
1,464
-96
6124
$38.3K ﹤0.01%
11,938
+4,500
6125
$38K ﹤0.01%
165
-1
243 244
245
246 247