Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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
26
$5.66B 0.56%
52,761,087
+1,622,892
27
$5.53B 0.54%
20,083,438
-916,009
28
$5.49B 0.54%
12,314,867
+437,530
29
$5.21B 0.51%
60,016,030
+2,386,450
30
$5.07B 0.5%
32,129,953
+1,070,253
31
$5.02B 0.5%
31,921,904
+705,202
32
$4.97B 0.49%
26,857,652
+797,510
33
$4.94B 0.49%
23,211,899
+114,194
34
$4.94B 0.49%
10,093,778
+90,508
35
$4.86B 0.48%
9,029,161
+457,429
36
$4.73B 0.47%
78,497,937
-198,404
37
$4.52B 0.45%
39,167,617
+122,796
38
$4.27B 0.42%
43,719,250
+701,822
39
$4.21B 0.42%
31,261,042
-166,952
40
$4.13B 0.41%
19,558,959
+896,395
41
$4.1B 0.4%
63,399,815
-3,478,858
42
$3.99B 0.39%
7,107,994
+1,030
43
$3.97B 0.39%
36,383,194
-288,539
44
$3.94B 0.39%
27,727,397
-1,371,111
45
$3.94B 0.39%
44,122,932
-575,603
46
$3.91B 0.39%
79,273,440
+5,929,905
47
$3.79B 0.37%
12,698,134
+277,611
48
$3.77B 0.37%
50,763,670
+3,982,528
49
$3.72B 0.37%
70,982,640
+2,773,590
50
$3.39B 0.33%
32,958,524
+5,152,572
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