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
3076
$10.7M ﹤0.01%
231,955
-1,253
3077
$10.7M ﹤0.01%
770,362
-91,259
3078
$10.7M ﹤0.01%
144,777
-37,988
3079
$10.7M ﹤0.01%
361,993
-13,274
3080
$10.7M ﹤0.01%
506,788
-53,616
3081
$10.6M ﹤0.01%
1,498,077
-869,490
3082
$10.6M ﹤0.01%
1,011,953
+53,720
3083
$10.6M ﹤0.01%
123,587
+11,133
3084
$10.6M ﹤0.01%
2,358,866
+100,850
3085
$10.6M ﹤0.01%
2,829,160
+51,609
3086
$10.6M ﹤0.01%
379,450
+168,411
3087
$10.6M ﹤0.01%
1,109,519
-560,491
3088
$10.6M ﹤0.01%
388,391
-71,448
3089
$10.5M ﹤0.01%
266,160
+11,740
3090
$10.5M ﹤0.01%
522,481
-25,906
3091
$10.5M ﹤0.01%
295,353
+81,811
3092
$10.5M ﹤0.01%
299,365
+20,036
3093
$10.5M ﹤0.01%
738,179
-385,289
3094
$10.4M ﹤0.01%
3,870,080
+764,865
3095
$10.4M ﹤0.01%
240,292
+41,736
3096
$10.4M ﹤0.01%
1,237,096
+367,439
3097
$10.4M ﹤0.01%
439,727
-464,254
3098
$10.4M ﹤0.01%
395,789
+274,045
3099
$10.4M ﹤0.01%
152,595
-132,312
3100
$10.4M ﹤0.01%
70,100
+2,791
122 123
124
125 126