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
4301
$2.09M ﹤0.01%
104,072
+45,800
4302
$2.09M ﹤0.01%
18,510
+3,785
4303
$2.09M ﹤0.01%
740,547
-176,004
4304
$2.08M ﹤0.01%
544,244
-252,212
4305
$2.07M ﹤0.01%
374,427
-26,850
4306
$2.07M ﹤0.01%
340,156
-66,275
4307
$2.07M ﹤0.01%
44,652
+4,789
4308
$2.07M ﹤0.01%
1,061,667
-6,560
4309
$2.06M ﹤0.01%
74,695
-15,545
4310
$2.04M ﹤0.01%
204,354
-2,602
4311
$2.04M ﹤0.01%
202,981
+9,114
4312
$2.04M ﹤0.01%
332,438
-6,794
4313
$2.04M ﹤0.01%
114,929
-80,531
4314
$2.04M ﹤0.01%
172,175
-75,495
4315
$2.04M ﹤0.01%
195,532
-60,964
4316
$2.03M ﹤0.01%
93,256
-64,352
4317
$2.03M ﹤0.01%
250,373
-271,784
4318
$2.03M ﹤0.01%
164,910
-43,582
4319
$2.03M ﹤0.01%
131,413
-13,165
4320
$2.02M ﹤0.01%
152,368
+37,296
4321
$2.02M ﹤0.01%
231,329
-72,161
4322
$2.02M ﹤0.01%
43,281
+4,374
4323
$2.02M ﹤0.01%
147,829
+1,331
4324
$2.01M ﹤0.01%
234,430
+9,307
4325
$2.01M ﹤0.01%
141,233
-546
171 172
173
174 175