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
3051
$11M ﹤0.01%
207,854
-11,654
3052
$11M ﹤0.01%
278,989
-11,852
3053
$11M ﹤0.01%
238,535
-238,737
3054
$10.9M ﹤0.01%
237,722
+95,675
3055
$10.9M ﹤0.01%
2,506,905
+77,104
3056
$10.9M ﹤0.01%
814,400
-91,127
3057
$10.9M ﹤0.01%
426,400
-160,028
3058
$10.9M ﹤0.01%
180,844
-30,095
3059
$10.9M ﹤0.01%
1,755,259
+100,590
3060
$10.9M ﹤0.01%
1,914,259
-13,785
3061
$10.8M ﹤0.01%
237,310
-99,862
3062
$10.8M ﹤0.01%
3,398,328
-664,277
3063
$10.8M ﹤0.01%
348,523
+11,193
3064
$10.8M ﹤0.01%
266,107
-3,383
3065
$10.8M ﹤0.01%
200,143
-12,406
3066
$10.8M ﹤0.01%
509,640
+123,300
3067
$10.8M ﹤0.01%
1,787,921
-271,744
3068
$10.8M ﹤0.01%
68,913
-3,237
3069
$10.7M ﹤0.01%
219,109
-14,983
3070
$10.7M ﹤0.01%
402,412
+70,362
3071
$10.7M ﹤0.01%
747,603
+126,197
3072
$10.7M ﹤0.01%
197,050
+52,954
3073
$10.7M ﹤0.01%
192,629
-25,414
3074
$10.7M ﹤0.01%
749,360
-72,685
3075
$10.7M ﹤0.01%
184,300
+8,389
121 122
123
124 125