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
6401
$17.8K ﹤0.01%
2,024
-2,644
6402
$17.8K ﹤0.01%
1,350
6403
$17.8K ﹤0.01%
1,138
+703
6404
$17.6K ﹤0.01%
489
+36
6405
$17.6K ﹤0.01%
1,049
+280
6406
$17.5K ﹤0.01%
25,000
6407
$17.4K ﹤0.01%
9,748
-31,349
6408
$17.2K ﹤0.01%
12,937
6409
$17.1K ﹤0.01%
10,779
+900
6410
$17.1K ﹤0.01%
3,742
-3,019
6411
$17K ﹤0.01%
5,966
6412
$17K ﹤0.01%
17,000
-2,315
6413
$16.9K ﹤0.01%
6,566
+1,287
6414
$16.8K ﹤0.01%
1,019
+1,008
6415
$16.7K ﹤0.01%
25,756
-61,688
6416
$16.7K ﹤0.01%
18,848
-5,320
6417
$16.7K ﹤0.01%
468
6418
$16.6K ﹤0.01%
66,600
6419
$16.6K ﹤0.01%
1,519
+292
6420
$16.6K ﹤0.01%
1,276
+797
6421
$16.6K ﹤0.01%
11,274
6422
$16.5K ﹤0.01%
6,615
+1,000
6423
$16.5K ﹤0.01%
3
-33
6424
$16.5K ﹤0.01%
821
-515
6425
$16.3K ﹤0.01%
1,469