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
2751
$15.1M ﹤0.01%
414,565
-45,546
2752
$15.1M ﹤0.01%
325,641
-25,457
2753
$15.1M ﹤0.01%
2,763,699
+1,209,596
2754
$15.1M ﹤0.01%
790,130
+123,165
2755
$15.1M ﹤0.01%
516,354
+190,861
2756
$15.1M ﹤0.01%
262,811
+115,453
2757
$15.1M ﹤0.01%
221,948
+28,522
2758
$15.1M ﹤0.01%
353,276
+22,417
2759
$15.1M ﹤0.01%
181,053
+13,693
2760
$15.1M ﹤0.01%
1,788,109
-57,887
2761
$15.1M ﹤0.01%
751,548
+108,179
2762
$15.1M ﹤0.01%
1,133,488
+6,398
2763
$15M ﹤0.01%
1,082,379
-93,309
2764
$15M ﹤0.01%
1,843,330
-1,036,648
2765
$15M ﹤0.01%
1,246,116
-88,503
2766
$15M ﹤0.01%
1,368,007
-206,479
2767
$15M ﹤0.01%
646,626
+21,224
2768
$15M ﹤0.01%
494,196
+60,474
2769
$15M ﹤0.01%
663,374
-53,774
2770
$15M ﹤0.01%
1,404,340
+1,048,726
2771
$15M ﹤0.01%
557,799
-4,570
2772
$15M ﹤0.01%
729,384
-313,148
2773
$14.9M ﹤0.01%
968,195
+29,987
2774
$14.9M ﹤0.01%
663,962
+238,324
2775
$14.9M ﹤0.01%
1,268,428
-186,048
109 110
111
112 113