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
2601
$17.6M ﹤0.01%
196,686
-241,665
2602
$17.6M ﹤0.01%
4,273,894
+85,494
2603
$17.6M ﹤0.01%
855,091
+140,359
2604
$17.6M ﹤0.01%
385,333
-5,025
2605
$17.6M ﹤0.01%
1,300,201
+7,030
2606
$17.6M ﹤0.01%
914,102
+327,617
2607
$17.5M ﹤0.01%
1,912,207
+68,750
2608
$17.5M ﹤0.01%
408,768
-71,151
2609
$17.5M ﹤0.01%
1,202,324
-244,344
2610
$17.5M ﹤0.01%
1,593,580
+269,067
2611
$17.5M ﹤0.01%
385,155
+15,547
2612
$17.5M ﹤0.01%
1,155,611
+168,557
2613
$17.5M ﹤0.01%
1,600,303
+779,621
2614
$17.4M ﹤0.01%
1,624,052
+60,477
2615
$17.4M ﹤0.01%
617,487
+105,736
2616
$17.3M ﹤0.01%
693,720
-8,269
2617
$17.3M ﹤0.01%
793,234
-749,477
2618
$17.3M ﹤0.01%
859,464
+856,206
2619
$17.3M ﹤0.01%
422,730
-44,570
2620
$17.3M ﹤0.01%
1,330,292
+360,804
2621
$17.2M ﹤0.01%
1,772,541
+80,728
2622
$17.2M ﹤0.01%
1,024,164
+301,113
2623
$17.2M ﹤0.01%
563,452
+13,273
2624
$17.2M ﹤0.01%
326,538
-5,664
2625
$17.2M ﹤0.01%
74,293
-73,486
103 104
105
106 107