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
2526
$19M ﹤0.01%
1,050,820
-1,990
2527
$18.9M ﹤0.01%
440,134
+54,104
2528
$18.9M ﹤0.01%
1,686,428
-246,715
2529
$18.9M ﹤0.01%
338,456
-141,047
2530
$18.9M ﹤0.01%
571,544
-61,751
2531
$18.9M ﹤0.01%
3,772,541
-271,002
2532
$18.8M ﹤0.01%
4,794,172
-734,654
2533
$18.8M ﹤0.01%
1,847,809
-165,854
2534
$18.8M ﹤0.01%
183,297
+40,306
2535
$18.8M ﹤0.01%
181,926
-389
2536
$18.8M ﹤0.01%
727,201
+129,573
2537
$18.7M ﹤0.01%
1,481,203
-132,194
2538
$18.7M ﹤0.01%
505,338
+83,009
2539
$18.7M ﹤0.01%
180,354
+8,420
2540
$18.7M ﹤0.01%
242,705
+15,820
2541
$18.7M ﹤0.01%
150,027
+21,941
2542
$18.6M ﹤0.01%
792,467
+6,075
2543
$18.6M ﹤0.01%
910,989
+369,327
2544
$18.6M ﹤0.01%
3,718,091
+669,573
2545
$18.6M ﹤0.01%
1,789,168
+354,279
2546
$18.5M ﹤0.01%
413,982
+26,165
2547
$18.5M ﹤0.01%
294,159
-6,945
2548
$18.5M ﹤0.01%
674,090
-25,028
2549
$18.5M ﹤0.01%
707,155
-677,058
2550
$18.5M ﹤0.01%
3,583,684
+79,567
100 101
102
103 104