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
2676
$16.3M ﹤0.01%
150,644
-18,561
2677
$16.3M ﹤0.01%
1,888,751
-20,638
2678
$16.3M ﹤0.01%
918,624
-31,311
2679
$16.2M ﹤0.01%
3,148,635
-134,302
2680
$16.2M ﹤0.01%
672,290
-188,714
2681
$16.2M ﹤0.01%
639,756
-94,220
2682
$16.2M ﹤0.01%
1,200,335
+73,951
2683
$16.2M ﹤0.01%
3,448,910
+478,093
2684
$16.2M ﹤0.01%
40,213
-3,674
2685
$16.2M ﹤0.01%
2,191,097
-1,695,372
2686
$16.1M ﹤0.01%
518,240
+106,438
2687
$16.1M ﹤0.01%
551,864
-11,192
2688
$16.1M ﹤0.01%
663,654
+170,196
2689
$16.1M ﹤0.01%
1,156,755
+14,670
2690
$16M ﹤0.01%
136,008
+25,924
2691
$16M ﹤0.01%
404,640
-262,763
2692
$16M ﹤0.01%
1,951,388
-543,573
2693
$16M ﹤0.01%
909,252
+70,867
2694
$16M ﹤0.01%
470,740
+132,170
2695
$16M ﹤0.01%
1,081,063
-152,810
2696
$16M ﹤0.01%
578,021
-992,489
2697
$16M ﹤0.01%
168,303
+16,462
2698
$15.9M ﹤0.01%
224,211
-2,561
2699
$15.9M ﹤0.01%
261,826
+16,492
2700
$15.9M ﹤0.01%
260,165
-2,882
106 107
108
109 110