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
2926
$12.7M ﹤0.01%
513,598
-70,570
2927
$12.6M ﹤0.01%
674,594
-21,185
2928
$12.6M ﹤0.01%
721,447
+56,864
2929
$12.6M ﹤0.01%
620,534
+64,453
2930
$12.6M ﹤0.01%
1,418,620
-187,736
2931
$12.6M ﹤0.01%
390,449
-427,765
2932
$12.6M ﹤0.01%
217,881
-60,039
2933
$12.6M ﹤0.01%
277,814
+152,429
2934
$12.6M ﹤0.01%
198,731
-8,656
2935
$12.5M ﹤0.01%
1,864,383
+52,402
2936
$12.5M ﹤0.01%
154,771
-160,101
2937
$12.5M ﹤0.01%
1,931,982
-681,571
2938
$12.5M ﹤0.01%
263,942
+40,479
2939
$12.5M ﹤0.01%
718,401
+53,358
2940
$12.4M ﹤0.01%
269,443
+237,122
2941
$12.4M ﹤0.01%
1,298,384
-90,651
2942
$12.4M ﹤0.01%
70,545
+15,780
2943
$12.4M ﹤0.01%
1,248,371
+249,074
2944
$12.4M ﹤0.01%
481,114
-60,944
2945
$12.4M ﹤0.01%
328,381
-57,629
2946
$12.4M ﹤0.01%
191,297
+75,718
2947
$12.4M ﹤0.01%
236,143
-11,405
2948
$12.4M ﹤0.01%
1,464,289
+314,033
2949
$12.4M ﹤0.01%
478,236
+128,334
2950
$12.3M ﹤0.01%
427,266
+172,877
116 117
118
119 120