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
376
$485M 0.05%
2,390,549
-2,294
377
$482M 0.05%
2,460,257
+158,451
378
$481M 0.05%
3,822,618
-7,364
379
$479M 0.05%
3,286,497
+4,709
380
$476M 0.05%
14,074,762
-931,011
381
$474M 0.05%
6,313,896
+145,555
382
$474M 0.05%
9,973,376
-92,505
383
$472M 0.05%
4,143,364
-915,741
384
$470M 0.05%
9,009,994
-105,655
385
$469M 0.05%
3,348,220
+89,935
386
$468M 0.05%
2,019,231
+26,211
387
$467M 0.05%
9,403,166
+334,926
388
$466M 0.05%
2,276,761
+256,250
389
$465M 0.05%
15,324,628
+1,919,245
390
$462M 0.05%
981,724
-180,977
391
$460M 0.05%
6,094,206
+267,692
392
$460M 0.05%
6,201,491
+377,157
393
$458M 0.05%
4,401,343
+373,996
394
$457M 0.05%
4,061,994
+190,252
395
$457M 0.05%
9,346,189
-1,173,651
396
$456M 0.04%
9,426,910
-343,069
397
$455M 0.04%
577,282
+411
398
$454M 0.04%
3,274,006
+72,689
399
$453M 0.04%
1,848,320
-51,119
400
$453M 0.04%
3,043,305
+44,100
14 15
16
17 18