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
3301
$8.41M ﹤0.01%
964,188
-155,605
3302
$8.4M ﹤0.01%
608,850
+157,643
3303
$8.39M ﹤0.01%
204,006
-5,921
3304
$8.39M ﹤0.01%
1,065,910
-38,800
3305
$8.39M ﹤0.01%
289,540
+44,176
3306
$8.37M ﹤0.01%
393,816
-19,577
3307
$8.37M ﹤0.01%
2,513,231
+284,041
3308
$8.37M ﹤0.01%
197,215
+22,908
3309
$8.34M ﹤0.01%
1,337,075
-797,045
3310
$8.34M ﹤0.01%
360,405
+157,912
3311
$8.34M ﹤0.01%
280,270
-17,519
3312
$8.33M ﹤0.01%
116,289
+8,096
3313
$8.32M ﹤0.01%
816,939
+294,860
3314
$8.32M ﹤0.01%
397,089
+58,266
3315
$8.32M ﹤0.01%
1,258,254
+810,314
3316
$8.31M ﹤0.01%
1,306,856
+11,285
3317
$8.29M ﹤0.01%
285,709
+94,899
3318
$8.29M ﹤0.01%
352,566
+261,814
3319
$8.28M ﹤0.01%
328,419
+105,025
3320
$8.28M ﹤0.01%
261,887
-2,226
3321
$8.26M ﹤0.01%
408,706
-129,677
3322
$8.25M ﹤0.01%
766,174
-136,927
3323
$8.24M ﹤0.01%
120,504
+785
3324
$8.22M ﹤0.01%
747,052
+267,539
3325
$8.21M ﹤0.01%
253,863
-382,327
131 132
133
134 135