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
4026
$3.2M ﹤0.01%
169,053
+7,449
4027
$3.19M ﹤0.01%
119,824
-53,443
4028
$3.18M ﹤0.01%
97,792
-9,780
4029
$3.16M ﹤0.01%
+94,133
4030
$3.16M ﹤0.01%
381,851
-166,943
4031
$3.16M ﹤0.01%
329,902
-504,916
4032
$3.15M ﹤0.01%
36,370
-274
4033
$3.15M ﹤0.01%
813,272
-236,076
4034
$3.14M ﹤0.01%
76,181
-22,132
4035
$3.14M ﹤0.01%
946,171
+422,152
4036
$3.14M ﹤0.01%
54,509
-13,996
4037
$3.13M ﹤0.01%
388,391
+206,535
4038
$3.13M ﹤0.01%
246,950
-236,463
4039
$3.13M ﹤0.01%
294,255
+23,677
4040
$3.12M ﹤0.01%
254,263
+95,370
4041
$3.12M ﹤0.01%
103,652
+29,617
4042
$3.11M ﹤0.01%
66,899
+56
4043
$3.1M ﹤0.01%
79,058
+4,852
4044
$3.1M ﹤0.01%
87,124
-4,988
4045
$3.1M ﹤0.01%
193,323
+108,539
4046
$3.1M ﹤0.01%
541,327
-284,066
4047
$3.09M ﹤0.01%
316,442
-16,693
4048
$3.09M ﹤0.01%
93,212
-4,288
4049
$3.09M ﹤0.01%
556,220
+337,151
4050
$3.08M ﹤0.01%
133,742
+10,540
160 161
162
163 164