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
6776
$4.52K ﹤0.01%
+90
6777
$4.52K ﹤0.01%
200
6778
$4.51K ﹤0.01%
69
-656
6779
$4.5K ﹤0.01%
1,049
6780
$4.45K ﹤0.01%
153
+3
6781
$4.44K ﹤0.01%
678
6782
$4.44K ﹤0.01%
+757
6783
$4.43K ﹤0.01%
102
6784
$4.38K ﹤0.01%
100
6785
$4.37K ﹤0.01%
199
6786
$4.36K ﹤0.01%
358
+256
6787
$4.35K ﹤0.01%
+91
6788
$4.33K ﹤0.01%
203
-40
6789
$4.33K ﹤0.01%
1,437
-1
6790
$4.29K ﹤0.01%
198
6791
$4.28K ﹤0.01%
1,100
-20,825
6792
$4.28K ﹤0.01%
400
6793
$4.25K ﹤0.01%
600
6794
$4.2K ﹤0.01%
10,001
6795
$4.17K ﹤0.01%
3,695
+2,752
6796
$4.16K ﹤0.01%
155
6797
$4.15K ﹤0.01%
847
+141
6798
$4.13K ﹤0.01%
117
6799
$4.12K ﹤0.01%
3,645
+1,318
6800
$4.1K ﹤0.01%
2,071
270 271
272
273 274