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
2576
$18M ﹤0.01%
1,808,223
+375,196
2577
$18M ﹤0.01%
1,211,276
+1,924
2578
$18M ﹤0.01%
385,658
+28,065
2579
$17.9M ﹤0.01%
425,359
+75,444
2580
$17.9M ﹤0.01%
392,012
-24,373
2581
$17.9M ﹤0.01%
626,549
+393,505
2582
$17.9M ﹤0.01%
287,554
+79,754
2583
$17.9M ﹤0.01%
427,949
-23,635
2584
$17.9M ﹤0.01%
353,862
-144,809
2585
$17.8M ﹤0.01%
191,167
+43,350
2586
$17.8M ﹤0.01%
1,584,617
-837,914
2587
$17.8M ﹤0.01%
346,388
-666,312
2588
$17.8M ﹤0.01%
1,557,059
+82,980
2589
$17.8M ﹤0.01%
340,114
-6,135
2590
$17.8M ﹤0.01%
648,903
-45,003
2591
$17.8M ﹤0.01%
1,236,629
-15,012
2592
$17.8M ﹤0.01%
1,923,152
+634,719
2593
$17.8M ﹤0.01%
594,393
-30,495
2594
$17.8M ﹤0.01%
390,303
+66,023
2595
$17.7M ﹤0.01%
392,652
+179,164
2596
$17.7M ﹤0.01%
660,609
+8,885
2597
$17.7M ﹤0.01%
509,154
+43,125
2598
$17.7M ﹤0.01%
218,174
+31,018
2599
$17.7M ﹤0.01%
360,435
+11,751
2600
$17.7M ﹤0.01%
297,082
+10,331
102 103
104
105 106