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
6301
$24.1K ﹤0.01%
348
+147
6302
$24K ﹤0.01%
4,250
-7,027
6303
$23.8K ﹤0.01%
4,794
-233
6304
$23.7K ﹤0.01%
804
+370
6305
$23.7K ﹤0.01%
542
+210
6306
$23.7K ﹤0.01%
15,292
6307
$23.7K ﹤0.01%
501
6308
$23.5K ﹤0.01%
12
+5
6309
$23.5K ﹤0.01%
956
-1,604
6310
$23.5K ﹤0.01%
11,496
-3,013
6311
$23.5K ﹤0.01%
47
+4
6312
$23.5K ﹤0.01%
696
6313
$23.5K ﹤0.01%
7,437
-500
6314
$23.5K ﹤0.01%
10,000
6315
$23.5K ﹤0.01%
4,790
-5,737
6316
$23.3K ﹤0.01%
1,186
+397
6317
$23.2K ﹤0.01%
532
6318
$23.1K ﹤0.01%
3,086
+369
6319
$23.1K ﹤0.01%
335
+60
6320
$23.1K ﹤0.01%
15,713
-188,135
6321
$22.9K ﹤0.01%
4,733
6322
$22.8K ﹤0.01%
548
6323
$22.8K ﹤0.01%
91,180
-20
6324
$22.8K ﹤0.01%
4,213
-457
6325
$22.7K ﹤0.01%
535
-96