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
6376
$19.1K ﹤0.01%
2,928
+2,865
6377
$19.1K ﹤0.01%
829
-400
6378
$19K ﹤0.01%
4,710
6379
$19K ﹤0.01%
21,053
-5,000
6380
$18.9K ﹤0.01%
+2,299
6381
$18.8K ﹤0.01%
1,015
+250
6382
$18.8K ﹤0.01%
10,316
6383
$18.8K ﹤0.01%
98,686
6384
$18.7K ﹤0.01%
11,713
+10
6385
$18.7K ﹤0.01%
6,128
-130
6386
$18.7K ﹤0.01%
+4,690
6387
$18.7K ﹤0.01%
6,688
-12,972
6388
$18.6K ﹤0.01%
818
6389
$18.6K ﹤0.01%
31,481
-1,398
6390
$18.5K ﹤0.01%
5,706
+2,775
6391
$18.5K ﹤0.01%
433
+432
6392
$18.4K ﹤0.01%
2,039
+1,243
6393
$18.3K ﹤0.01%
477
6394
$18.1K ﹤0.01%
20,739
-55,771
6395
– –
0
6396
$18.1K ﹤0.01%
34,806
-5,434
6397
$18.1K ﹤0.01%
2,232
-22,242
6398
$18.1K ﹤0.01%
2,159
+280
6399
$17.9K ﹤0.01%
496
6400
$17.8K ﹤0.01%
5,307
-1,860
254 255
256
257 258