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
6676
$7.2K ﹤0.01%
1,128
+45
6677
$7.18K ﹤0.01%
7,560
-826
6678
$7.18K ﹤0.01%
41
6679
$7.17K ﹤0.01%
537
+300
6680
$7.12K ﹤0.01%
153
-193
6681
$7.12K ﹤0.01%
1,000
6682
$7.1K ﹤0.01%
5,727
6683
$7.03K ﹤0.01%
280
-520
6684
$7.02K ﹤0.01%
3,000
6685
$7.01K ﹤0.01%
1,808
-700
6686
$6.87K ﹤0.01%
1,615
-15
6687
$6.86K ﹤0.01%
2,600
6688
$6.84K ﹤0.01%
5,750
-800
6689
$6.82K ﹤0.01%
22,000
6690
$6.8K ﹤0.01%
760
6691
$6.66K ﹤0.01%
1,500
6692
$6.59K ﹤0.01%
149
6693
$6.55K ﹤0.01%
230
6694
$6.53K ﹤0.01%
11,438
+152
6695
$6.47K ﹤0.01%
4,940
6696
$6.47K ﹤0.01%
623
6697
$6.45K ﹤0.01%
200
6698
$6.42K ﹤0.01%
150
6699
$6.4K ﹤0.01%
3,420
-2,685
6700
$6.35K ﹤0.01%
208
266 267
268
269 270