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
3151
$9.94M ﹤0.01%
307,064
+88,430
3152
$9.94M ﹤0.01%
641,548
+149,708
3153
$9.94M ﹤0.01%
251,429
-29,434
3154
$9.94M ﹤0.01%
1,907,043
-824,402
3155
$9.93M ﹤0.01%
232,914
+323
3156
$9.92M ﹤0.01%
166,116
-51,897
3157
$9.91M ﹤0.01%
204,306
+11,681
3158
$9.9M ﹤0.01%
403,287
-528,485
3159
$9.86M ﹤0.01%
110,532
+9,047
3160
$9.86M ﹤0.01%
383,685
+122,273
3161
$9.84M ﹤0.01%
3,404,787
+367,418
3162
$9.84M ﹤0.01%
95,306
-137,151
3163
$9.82M ﹤0.01%
1,175,797
-393,210
3164
$9.79M ﹤0.01%
181,833
+77,692
3165
$9.77M ﹤0.01%
329,281
+7,406
3166
$9.77M ﹤0.01%
318,638
-22,244
3167
$9.76M ﹤0.01%
777,467
+215,333
3168
$9.75M ﹤0.01%
165,344
+12,002
3169
$9.75M ﹤0.01%
375,716
-48,928
3170
$9.75M ﹤0.01%
407,389
+60,244
3171
$9.75M ﹤0.01%
127,645
-18,308
3172
$9.72M ﹤0.01%
316,165
-174,491
3173
$9.71M ﹤0.01%
604,686
+66,412
3174
$9.7M ﹤0.01%
744,990
+98,469
3175
$9.69M ﹤0.01%
649,755
+212,775