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
2976
$12.1M ﹤0.01%
731,373
-1,138
2977
$12.1M ﹤0.01%
291,690
+9,643
2978
$12M ﹤0.01%
243,944
-37,144
2979
$12M ﹤0.01%
562,487
+137,802
2980
$12M ﹤0.01%
291,543
+20,712
2981
$12M ﹤0.01%
439,615
+5,860
2982
$12M ﹤0.01%
713,506
+28,135
2983
$12M ﹤0.01%
894,068
-534,245
2984
$12M ﹤0.01%
515,136
+9,800
2985
$12M ﹤0.01%
208,930
-59,480
2986
$12M ﹤0.01%
36,542
+3,629
2987
$12M ﹤0.01%
1,387,164
-353,202
2988
$12M ﹤0.01%
508,459
+116,511
2989
$12M ﹤0.01%
220,396
-17,584
2990
$12M ﹤0.01%
334,382
-11,258
2991
$12M ﹤0.01%
1,267,342
-14,553
2992
$11.9M ﹤0.01%
453,070
+127,147
2993
$11.9M ﹤0.01%
352,379
+103,485
2994
$11.9M ﹤0.01%
449,544
-5,960
2995
$11.9M ﹤0.01%
541,649
+52,567
2996
$11.9M ﹤0.01%
662,473
-98,523
2997
$11.9M ﹤0.01%
641,353
-184,037
2998
$11.8M ﹤0.01%
230,000
-100,000
2999
$11.8M ﹤0.01%
571,059
-505
3000
$11.8M ﹤0.01%
1,161,365
-6,196
118 119
120
121 122