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
6126
$37.6K ﹤0.01%
5,228
-1,934
6127
$37.4K ﹤0.01%
1,042
-93
6128
$37.3K ﹤0.01%
9,136
-1,736
6129
$37.2K ﹤0.01%
12,601
6130
$37K ﹤0.01%
2,093
-972
6131
$37K ﹤0.01%
10,590
-1,907
6132
$36.9K ﹤0.01%
1,344
6133
$36.8K ﹤0.01%
2,967
+237
6134
$36.7K ﹤0.01%
589
-150
6135
$36.6K ﹤0.01%
849
-602
6136
$36.5K ﹤0.01%
18,227
-27,867
6137
$36.4K ﹤0.01%
8,275
+341
6138
$36.4K ﹤0.01%
+1,644
6139
$36.4K ﹤0.01%
365
+357
6140
$36.4K ﹤0.01%
7,647
6141
$36.1K ﹤0.01%
3,625
6142
$36.1K ﹤0.01%
21,869
+17,199
6143
$36.1K ﹤0.01%
2,700
-10,063
6144
$36K ﹤0.01%
2,106
6145
$36K ﹤0.01%
+51
6146
$35.9K ﹤0.01%
3,450
6147
$35.9K ﹤0.01%
1,940
-1,050
6148
$35.8K ﹤0.01%
17,141
+15,418
6149
$35.8K ﹤0.01%
5,668
-57
6150
$35.8K ﹤0.01%
+2,732