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
2951
$12.3M ﹤0.01%
712,078
+506,175
2952
$12.3M ﹤0.01%
+301,191
2953
$12.3M ﹤0.01%
367,520
+29,150
2954
$12.3M ﹤0.01%
131,574
-2,128
2955
$12.3M ﹤0.01%
498,741
+9,661
2956
$12.3M ﹤0.01%
2,522,423
+164,055
2957
$12.3M ﹤0.01%
593,558
+35,891
2958
$12.3M ﹤0.01%
798,779
-95,091
2959
$12.3M ﹤0.01%
527,145
+96,718
2960
$12.2M ﹤0.01%
61,983
+230
2961
$12.2M ﹤0.01%
468,065
-114,374
2962
$12.2M ﹤0.01%
2,526,958
-2,528,293
2963
$12.2M ﹤0.01%
162,800
-11,272
2964
$12.2M ﹤0.01%
25,797
+8,849
2965
$12.2M ﹤0.01%
1,098,595
-153,867
2966
$12.2M ﹤0.01%
528,928
-39,157
2967
$12.2M ﹤0.01%
439,716
+101,879
2968
$12.2M ﹤0.01%
329,196
-16,151
2969
$12.2M ﹤0.01%
1,246,919
+692,955
2970
$12.1M ﹤0.01%
580,737
-119,164
2971
$12.1M ﹤0.01%
168,266
+13,187
2972
$12.1M ﹤0.01%
130,093
-26,105
2973
$12.1M ﹤0.01%
981,227
+20,824
2974
$12.1M ﹤0.01%
233,356
+150,944
2975
$12.1M ﹤0.01%
171,433
-23,714
117 118
119
120 121