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
3001
$11.8M ﹤0.01%
280,628
-34,516
3002
$11.8M ﹤0.01%
636,672
+34,312
3003
$11.8M ﹤0.01%
193,337
-62,184
3004
$11.8M ﹤0.01%
145,057
+103,344
3005
$11.8M ﹤0.01%
1,964,772
+272,395
3006
$11.8M ﹤0.01%
548,543
-69,814
3007
$11.8M ﹤0.01%
504,158
-3,335
3008
$11.7M ﹤0.01%
637,616
-150,764
3009
$11.7M ﹤0.01%
814,697
+65,855
3010
$11.7M ﹤0.01%
1,637,616
+58,054
3011
$11.7M ﹤0.01%
821,640
-203,254
3012
$11.7M ﹤0.01%
5,080,296
+197,689
3013
$11.7M ﹤0.01%
1,735,771
+164,397
3014
$11.7M ﹤0.01%
185,972
-23,434
3015
$11.6M ﹤0.01%
681,551
-46,814
3016
$11.6M ﹤0.01%
52,326
+13,186
3017
$11.6M ﹤0.01%
521,058
+50,397
3018
$11.5M ﹤0.01%
58,474
+4,305
3019
$11.5M ﹤0.01%
206,701
-17,275
3020
$11.5M ﹤0.01%
266,555
+67,576
3021
$11.5M ﹤0.01%
2,621,519
-112,849
3022
$11.5M ﹤0.01%
298,609
-22,523
3023
$11.5M ﹤0.01%
224,077
-110,648
3024
$11.5M ﹤0.01%
469,490
+49,803
3025
$11.5M ﹤0.01%
371,491
+119,078
119 120
121
122 123