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
501
$346M 0.03%
1,899,039
-199,244
502
$345M 0.03%
2,996,175
-561,400
503
$345M 0.03%
3,165,470
-3,843
504
$344M 0.03%
13,177,407
-1,488,613
505
$343M 0.03%
3,976,575
-156,832
506
$343M 0.03%
7,757,625
+631,675
507
$342M 0.03%
7,671,962
+6,977
508
$341M 0.03%
3,575,524
+239,828
509
$338M 0.03%
19,603,264
-218,210
510
$338M 0.03%
5,391,419
-56,356
511
$337M 0.03%
3,833,088
+110,214
512
$336M 0.03%
12,972,501
-938,726
513
$335M 0.03%
2,462,282
+78,459
514
$335M 0.03%
4,729,407
+102,425
515
$333M 0.03%
5,667,109
+1,034,257
516
$331M 0.03%
5,340,543
-206,589
517
$331M 0.03%
5,059,993
+386,297
518
$330M 0.03%
1,785,116
-17,612
519
$330M 0.03%
3,938,996
+64,661
520
$329M 0.03%
8,301,559
+981,729
521
$329M 0.03%
6,881,654
-300,086
522
$328M 0.03%
927,580
-65,981
523
$326M 0.03%
3,313,812
+198,885
524
$326M 0.03%
2,216,558
+141,467
525
$325M 0.03%
6,279,605
+387,244
19 20
21
22 23