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
4001
$3.33M ﹤0.01%
109,037
+16,617
4002
$3.32M ﹤0.01%
359,428
-10,618
4003
$3.32M ﹤0.01%
123,406
-11,155
4004
$3.31M ﹤0.01%
647,381
+159,718
4005
$3.31M ﹤0.01%
112,246
-1,687
4006
$3.31M ﹤0.01%
283,938
-84,763
4007
$3.31M ﹤0.01%
254,136
+26,836
4008
$3.31M ﹤0.01%
204,075
+40,908
4009
$3.29M ﹤0.01%
549,088
+259,956
4010
$3.29M ﹤0.01%
145,095
-9,601
4011
$3.28M ﹤0.01%
142,645
+26,062
4012
$3.28M ﹤0.01%
1,639,506
+174,955
4013
$3.28M ﹤0.01%
92,372
-20,039
4014
$3.28M ﹤0.01%
242,638
-117,399
4015
$3.27M ﹤0.01%
3,174,232
+68,256
4016
$3.27M ﹤0.01%
256,222
+793
4017
$3.25M ﹤0.01%
86,050
-13,855
4018
$3.25M ﹤0.01%
232,833
-74,349
4019
$3.24M ﹤0.01%
315,252
+13,108
4020
$3.24M ﹤0.01%
121,644
+51,950
4021
$3.23M ﹤0.01%
76,669
+4,198
4022
$3.22M ﹤0.01%
181,599
+75,861
4023
$3.21M ﹤0.01%
80,215
-1,936
4024
$3.2M ﹤0.01%
340,485
-245,268
4025
$3.2M ﹤0.01%
117,120
+14,765
159 160
161
162 163