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
2651
$16.6M ﹤0.01%
162,905
-80,156
2652
$16.6M ﹤0.01%
313,890
+274,995
2653
$16.6M ﹤0.01%
1,480,526
+25,817
2654
$16.6M ﹤0.01%
319,080
+3,408
2655
$16.6M ﹤0.01%
1,490,935
+1,405,413
2656
$16.6M ﹤0.01%
547,349
+178,842
2657
$16.6M ﹤0.01%
2,566,734
+337,129
2658
$16.5M ﹤0.01%
351,911
-20,741
2659
$16.5M ﹤0.01%
1,996,930
+944,167
2660
$16.5M ﹤0.01%
668,422
-124,380
2661
$16.4M ﹤0.01%
1,660,568
+137,038
2662
$16.4M ﹤0.01%
1,103,862
-386,377
2663
$16.4M ﹤0.01%
610,996
+455,447
2664
$16.4M ﹤0.01%
139,252
+26,390
2665
$16.4M ﹤0.01%
957,056
-125,420
2666
$16.4M ﹤0.01%
240,635
+1,190
2667
$16.4M ﹤0.01%
+745,869
2668
$16.4M ﹤0.01%
177,980
-15,745
2669
$16.3M ﹤0.01%
405,268
+252,865
2670
$16.3M ﹤0.01%
334,018
-112,920
2671
$16.3M ﹤0.01%
189,856
-239,411
2672
$16.3M ﹤0.01%
378,790
+179,223
2673
$16.3M ﹤0.01%
1,685,786
-188,643
2674
$16.3M ﹤0.01%
559,309
+130,638
2675
$16.3M ﹤0.01%
236,608
-2,204