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
3126
$10.2M ﹤0.01%
592,130
-3,344
3127
$10.2M ﹤0.01%
3,249,455
+795,862
3128
$10.2M ﹤0.01%
400,005
-18,674
3129
$10.2M ﹤0.01%
193,625
+3,924
3130
$10.2M ﹤0.01%
828,352
-371,978
3131
$10.1M ﹤0.01%
98,045
-49,602
3132
$10.1M ﹤0.01%
331,764
-11,131
3133
$10.1M ﹤0.01%
1,475,094
+40,718
3134
$10.1M ﹤0.01%
1,789,955
+312,502
3135
$10.1M ﹤0.01%
205,407
-130,836
3136
$10.1M ﹤0.01%
270,416
+44,390
3137
$10.1M ﹤0.01%
475,273
-8,443
3138
$10M ﹤0.01%
2,822
+167
3139
$10M ﹤0.01%
256,796
-3,747
3140
$10M ﹤0.01%
798,765
-50,968
3141
$10M ﹤0.01%
176,438
-82,405
3142
$10M ﹤0.01%
473,845
-1,842
3143
$10M ﹤0.01%
2,294,896
-1,053,385
3144
$9.99M ﹤0.01%
384,655
+8,435
3145
$9.98M ﹤0.01%
314,953
-456,148
3146
$9.98M ﹤0.01%
502,124
-89,902
3147
$9.97M ﹤0.01%
347,490
+10,062
3148
$9.96M ﹤0.01%
1,769,053
-567,676
3149
$9.96M ﹤0.01%
373,187
+43,335
3150
$9.96M ﹤0.01%
1,057,936
+208,944
124 125
126
127 128