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
2901
$13M ﹤0.01%
658,177
-202,199
2902
$13M ﹤0.01%
261,252
-50,429
2903
$13M ﹤0.01%
1,309,151
-437,184
2904
$13M ﹤0.01%
278,451
+115,381
2905
$13M ﹤0.01%
840,351
+411,653
2906
$12.9M ﹤0.01%
1,063,755
+157,220
2907
$12.9M ﹤0.01%
531,961
-10,419
2908
$12.9M ﹤0.01%
986,058
-1,913,690
2909
$12.9M ﹤0.01%
204,779
-7,397
2910
$12.9M ﹤0.01%
262,734
-7,860
2911
$12.9M ﹤0.01%
3,015,120
+2,505,776
2912
$12.9M ﹤0.01%
1,105,928
+83,541
2913
$12.8M ﹤0.01%
1,300,888
+390,845
2914
$12.8M ﹤0.01%
3,932,525
+864,737
2915
$12.8M ﹤0.01%
394,266
-120,461
2916
$12.8M ﹤0.01%
295,212
+69,385
2917
$12.8M ﹤0.01%
2,201,583
+68,006
2918
$12.8M ﹤0.01%
1,614,009
+4,676
2919
$12.8M ﹤0.01%
787,158
+65,992
2920
$12.7M ﹤0.01%
345,240
-117,693
2921
$12.7M ﹤0.01%
459,792
-105,044
2922
$12.7M ﹤0.01%
2,931,390
+2,606,750
2923
$12.7M ﹤0.01%
1,630,611
+113,993
2924
$12.7M ﹤0.01%
288,648
+201,687
2925
$12.7M ﹤0.01%
180,623
-4,834
115 116
117
118 119