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
351
$532M 0.05%
2,779,624
+160,628
352
$530M 0.05%
6,905,814
-358,656
353
$527M 0.05%
4,725,121
-253,592
354
$527M 0.05%
5,735,709
+277,034
355
$526M 0.05%
8,943,664
+90,316
356
$524M 0.05%
2,312,285
-89,364
357
$521M 0.05%
3,633,935
-14,180
358
$516M 0.05%
6,827,105
+362,950
359
$516M 0.05%
6,378,060
+22,757
360
$515M 0.05%
1,510,814
+41,022
361
$513M 0.05%
2,668,254
+332,935
362
$510M 0.05%
1,016,419
+80,720
363
$508M 0.05%
8,712,537
+215,616
364
$504M 0.05%
4,492,420
+119,028
365
$501M 0.05%
5,296,268
+45,753
366
$498M 0.05%
2,314,958
+185,621
367
$495M 0.05%
6,600,437
-81,010
368
$491M 0.05%
5,748,982
-641,711
369
$491M 0.05%
9,604,564
+215,986
370
$491M 0.05%
8,027,644
+264,942
371
$489M 0.05%
6,845,748
-512,247
372
$486M 0.05%
18,460,000
-1,568,809
373
$486M 0.05%
16,491,002
+48,290
374
$486M 0.05%
1,666,285
-113,799
375
$485M 0.05%
4,188,003
+160,369
13 14
15
16 17