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
3326
$8.19M ﹤0.01%
700,390
+70,441
3327
$8.17M ﹤0.01%
71,429
-9,923
3328
$8.17M ﹤0.01%
220,608
-82,299
3329
$8.16M ﹤0.01%
1,032,507
+23,665
3330
$8.15M ﹤0.01%
270,601
-79,535
3331
$8.15M ﹤0.01%
872,459
-283,572
3332
$8.13M ﹤0.01%
458,397
+140,969
3333
$8.13M ﹤0.01%
159,425
+126,906
3334
$8.13M ﹤0.01%
603,292
-60,579
3335
$8.09M ﹤0.01%
2,593,765
+198,233
3336
$8.09M ﹤0.01%
1,071,322
-44,259
3337
$8.08M ﹤0.01%
591,899
+42,692
3338
$8.08M ﹤0.01%
243,339
-2,216
3339
$8.07M ﹤0.01%
1,245,954
-4,704
3340
$8.07M ﹤0.01%
335,918
+10,599
3341
$8.06M ﹤0.01%
206,405
-17,420
3342
$8.05M ﹤0.01%
221,175
+128,164
3343
$8.05M ﹤0.01%
776,654
-261,725
3344
$8.04M ﹤0.01%
134,489
-3,062
3345
$8.02M ﹤0.01%
133,537
-23,309
3346
$8.01M ﹤0.01%
994,267
+417,932
3347
$8.01M ﹤0.01%
470,707
-14,717
3348
$8.01M ﹤0.01%
104,854
-43,924
3349
$8M ﹤0.01%
193,138
-158,949
3350
$7.99M ﹤0.01%
518,102
+121,824
132 133
134
135 136