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
6651
$8.13K ﹤0.01%
1,260
-44,040
6652
$8.12K ﹤0.01%
2,256
-1,095
6653
$8.12K ﹤0.01%
+231
6654
$8.11K ﹤0.01%
760
+260
6655
$8.1K ﹤0.01%
550
6656
$8.08K ﹤0.01%
5,351
+1,243
6657
$8.01K ﹤0.01%
4,084
-1,929
6658
$8K ﹤0.01%
284
+141
6659
$7.94K ﹤0.01%
2,786
+1,690
6660
$7.92K ﹤0.01%
4,860
+5
6661
$7.91K ﹤0.01%
94
6662
$7.88K ﹤0.01%
358
6663
$7.87K ﹤0.01%
1,910
+1,380
6664
$7.81K ﹤0.01%
159
6665
$7.73K ﹤0.01%
+374
6666
$7.7K ﹤0.01%
140
6667
$7.69K ﹤0.01%
65
+7
6668
$7.69K ﹤0.01%
700
+279
6669
$7.64K ﹤0.01%
469
6670
$7.63K ﹤0.01%
2,500
6671
$7.58K ﹤0.01%
188
6672
$7.53K ﹤0.01%
2,680
-1,533
6673
$7.5K ﹤0.01%
1,357
-3,199
6674
$7.47K ﹤0.01%
123
-12
6675
$7.3K ﹤0.01%
757
-6,366
265 266
267
268 269