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
3201
$9.5M ﹤0.01%
425,571
-10,345
3202
$9.49M ﹤0.01%
783,966
+352,973
3203
$9.46M ﹤0.01%
774,715
-220,172
3204
$9.46M ﹤0.01%
466,537
+181,529
3205
$9.46M ﹤0.01%
701,503
+47,067
3206
$9.42M ﹤0.01%
163,179
-5,365
3207
$9.39M ﹤0.01%
1,015,164
-135,539
3208
$9.39M ﹤0.01%
413,987
+224,590
3209
$9.37M ﹤0.01%
194,105
-31,969
3210
$9.37M ﹤0.01%
76,163
-17,250
3211
$9.36M ﹤0.01%
757,352
+1,929
3212
$9.36M ﹤0.01%
1,307,152
-1,107,500
3213
$9.33M ﹤0.01%
405,905
+79,583
3214
$9.3M ﹤0.01%
197,573
-17,155
3215
$9.28M ﹤0.01%
239,279
-82,633
3216
$9.28M ﹤0.01%
69,574
-9,540
3217
$9.27M ﹤0.01%
153,077
+22,600
3218
$9.25M ﹤0.01%
566,396
-42,084
3219
$9.23M ﹤0.01%
671,941
-5,637
3220
$9.21M ﹤0.01%
269,470
-26,260
3221
$9.2M ﹤0.01%
278,660
+51,766
3222
$9.18M ﹤0.01%
745,995
+6,816
3223
$9.15M ﹤0.01%
992,926
-258,962
3224
$9.13M ﹤0.01%
505,633
+32,298
3225
$9.12M ﹤0.01%
273,295
+67,965