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
6226
$28.9K ﹤0.01%
6,439
-1,700
6227
$28.9K ﹤0.01%
37
+9
6228
$28.8K ﹤0.01%
22,683
-3,214
6229
$28.5K ﹤0.01%
23,374
-16,275
6230
$28.4K ﹤0.01%
6,794
+481
6231
$28.4K ﹤0.01%
712
6232
$28.1K ﹤0.01%
23,981
+912
6233
$28K ﹤0.01%
116,873
+3,300
6234
$28K ﹤0.01%
838
6235
$28K ﹤0.01%
9,996
-1,274
6236
$27.9K ﹤0.01%
4,452
+31
6237
$27.9K ﹤0.01%
+1,455
6238
$27.8K ﹤0.01%
822
6239
$27.7K ﹤0.01%
13,198
6240
$27.6K ﹤0.01%
3,346
6241
$27.4K ﹤0.01%
1,608
6242
$27.3K ﹤0.01%
1,121
-1,000
6243
$27.3K ﹤0.01%
10,507
-1,172
6244
$27.3K ﹤0.01%
1,110
+96
6245
$27.1K ﹤0.01%
1,633
+10
6246
$27K ﹤0.01%
905
+323
6247
$27K ﹤0.01%
12,614
+3,881
6248
$27K ﹤0.01%
873
6249
$26.9K ﹤0.01%
2,510
6250
$26.8K ﹤0.01%
8,098
-1,381
248 249
250
251 252