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
526
$325M 0.03%
2,066,051
+490,635
527
$324M 0.03%
3,230,892
+217,626
528
$322M 0.03%
2,939,138
+99,953
529
$322M 0.03%
1,855,811
-130,825
530
$321M 0.03%
4,174,690
-20,943
531
$321M 0.03%
8,248,823
+125,647
532
$321M 0.03%
5,046,148
+43,441
533
$320M 0.03%
243,862
+16,301
534
$320M 0.03%
10,613,028
+57,176
535
$318M 0.03%
3,115,234
-784,775
536
$318M 0.03%
1,424,456
+63,331
537
$317M 0.03%
2,180,272
+265,864
538
$316M 0.03%
7,201,773
+208,653
539
$316M 0.03%
1,274,130
+38,590
540
$316M 0.03%
1,388,397
+159,599
541
$315M 0.03%
7,302,572
+86,287
542
$315M 0.03%
5,648,085
-4,872,606
543
$315M 0.03%
3,640,986
-1,381,010
544
$314M 0.03%
16,673,641
+961,050
545
$313M 0.03%
5,125,710
+16,039
546
$313M 0.03%
1,651,124
-366,954
547
$312M 0.03%
3,980,766
+392,259
548
$311M 0.03%
2,107,716
+62,904
549
$310M 0.03%
3,079,863
-18,579
550
$310M 0.03%
10,864,143
-827,857
20 21
22
23 24