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
2851
$13.7M ﹤0.01%
167,732
-35,560
2852
$13.7M ﹤0.01%
946,002
+15,474
2853
$13.7M ﹤0.01%
409,852
+42,959
2854
$13.7M ﹤0.01%
702,278
+67,300
2855
$13.7M ﹤0.01%
137,940
+10,311
2856
$13.7M ﹤0.01%
460,168
+9,459
2857
$13.7M ﹤0.01%
1,356,092
+345,504
2858
$13.6M ﹤0.01%
335,781
+41,765
2859
$13.6M ﹤0.01%
312,456
-53,808
2860
$13.6M ﹤0.01%
354,745
+24,736
2861
$13.6M ﹤0.01%
440,249
-33,436
2862
$13.6M ﹤0.01%
1,507,886
+165,478
2863
$13.6M ﹤0.01%
491,925
+37
2864
$13.6M ﹤0.01%
1,466,688
+324,316
2865
$13.6M ﹤0.01%
883,881
+246,954
2866
$13.6M ﹤0.01%
703,462
-133,779
2867
$13.5M ﹤0.01%
1,820,868
-56,565
2868
$13.5M ﹤0.01%
341,914
+60,467
2869
$13.5M ﹤0.01%
1,162,983
+94,295
2870
$13.5M ﹤0.01%
439,472
-142,087
2871
$13.4M ﹤0.01%
746,159
+93,243
2872
$13.4M ﹤0.01%
607,617
+91,009
2873
$13.4M ﹤0.01%
563,856
-13,639
2874
$13.4M ﹤0.01%
943,997
+106,739
2875
$13.4M ﹤0.01%
966,004
+313,695
113 114
115
116 117