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
6526
$12.1K ﹤0.01%
245
6527
$12K ﹤0.01%
200
6528
$12K ﹤0.01%
1,282
+282
6529
$12K ﹤0.01%
5,800
6530
$12K ﹤0.01%
420
6531
$11.9K ﹤0.01%
171
6532
$11.9K ﹤0.01%
7,010
6533
$11.9K ﹤0.01%
13,694
+9
6534
$11.9K ﹤0.01%
9,019
6535
$11.9K ﹤0.01%
9,294
+7,751
6536
$11.9K ﹤0.01%
1,530
-155
6537
$11.9K ﹤0.01%
2,940
+250
6538
$11.9K ﹤0.01%
481
6539
$11.9K ﹤0.01%
1,163
6540
$11.9K ﹤0.01%
6,243
-28,992
6541
$11.8K ﹤0.01%
384
6542
$11.8K ﹤0.01%
2,389
6543
$11.8K ﹤0.01%
1,500
6544
$11.7K ﹤0.01%
775
6545
$11.7K ﹤0.01%
12,592
-57
6546
$11.7K ﹤0.01%
244
6547
$11.7K ﹤0.01%
1,280
+175
6548
$11.5K ﹤0.01%
678
+282
6549
$11.5K ﹤0.01%
500
-350
6550
$11.5K ﹤0.01%
2,867