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
3101
$10.4M ﹤0.01%
1,732,093
+1,283,131
3102
$10.4M ﹤0.01%
402,198
-26,354
3103
$10.4M ﹤0.01%
1,543,238
+110,204
3104
$10.4M ﹤0.01%
101,479
-1,826
3105
$10.4M ﹤0.01%
153,934
-9,172
3106
$10.4M ﹤0.01%
227,507
+15,897
3107
$10.4M ﹤0.01%
839,749
-218,983
3108
$10.4M ﹤0.01%
1,267,828
+342,470
3109
$10.4M ﹤0.01%
345,970
-37,037
3110
$10.4M ﹤0.01%
363,813
+42,462
3111
$10.3M ﹤0.01%
116,810
-1,372
3112
$10.3M ﹤0.01%
1,101,270
-101,280
3113
$10.3M ﹤0.01%
449,743
+218,065
3114
$10.3M ﹤0.01%
545,283
+34,763
3115
$10.3M ﹤0.01%
253,641
+121,208
3116
$10.3M ﹤0.01%
231,998
+17,163
3117
$10.2M ﹤0.01%
815,305
-586,063
3118
$10.2M ﹤0.01%
949,669
-12,694
3119
$10.2M ﹤0.01%
131,701
+33,956
3120
$10.2M ﹤0.01%
519,264
-132,730
3121
$10.2M ﹤0.01%
415,559
+46,434
3122
$10.2M ﹤0.01%
216,253
+13,785
3123
$10.2M ﹤0.01%
1,292,309
+104,202
3124
$10.2M ﹤0.01%
1,166,515
-20,988
3125
$10.2M ﹤0.01%
537,056
+309,965
123 124
125
126 127