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
3026
$11.5M ﹤0.01%
1,844,299
-58,187
3027
$11.5M ﹤0.01%
104,895
+10,870
3028
$11.4M ﹤0.01%
162,473
+43,015
3029
$11.4M ﹤0.01%
338,704
+486
3030
$11.4M ﹤0.01%
1,696,860
-2,103,740
3031
$11.4M ﹤0.01%
278,510
+26,100
3032
$11.4M ﹤0.01%
444,658
+27,944
3033
$11.3M ﹤0.01%
181,722
+46,279
3034
$11.3M ﹤0.01%
187,467
+108,479
3035
$11.2M ﹤0.01%
502,242
-138,962
3036
$11.2M ﹤0.01%
451,701
+54,409
3037
$11.2M ﹤0.01%
224,028
+7,104
3038
$11.2M ﹤0.01%
167,856
-593
3039
$11.1M ﹤0.01%
349,839
-73,993
3040
$11.1M ﹤0.01%
686,231
-6,987
3041
$11.1M ﹤0.01%
159,711
+4,936
3042
$11.1M ﹤0.01%
392,908
+83,631
3043
$11.1M ﹤0.01%
485,762
-606,928
3044
$11.1M ﹤0.01%
391,467
+80,685
3045
$11.1M ﹤0.01%
696,543
+79
3046
$11M ﹤0.01%
751,186
+372,601
3047
$11M ﹤0.01%
245,937
-115,690
3048
$11M ﹤0.01%
217,749
-18,471
3049
$11M ﹤0.01%
210,531
+107,573
3050
$11M ﹤0.01%
584,430
-197,229
120 121
122
123 124