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
651
$234M 0.02%
3,017,915
-3,534,188
652
$234M 0.02%
9,202,772
-13,444,892
653
$233M 0.02%
4,155,891
+169,334
654
$232M 0.02%
7,752,920
+5,101,923
655
$232M 0.02%
3,433,850
-33,869
656
$232M 0.02%
2,106,172
-15,227
657
$231M 0.02%
8,026,015
+3,345,183
658
$229M 0.02%
7,323,948
-44,933
659
$228M 0.02%
2,060,977
-62,292
660
$228M 0.02%
2,182,192
+103,732
661
$227M 0.02%
1,878,847
-167,789
662
$227M 0.02%
6,371,939
+636,798
663
$225M 0.02%
3,993,227
+34,699
664
$225M 0.02%
2,749,834
-134,629
665
$225M 0.02%
3,571,124
+1,090,634
666
$225M 0.02%
29,214,319
-1,756,614
667
$224M 0.02%
1,517,433
+100,630
668
$224M 0.02%
17,855,648
+857,043
669
$224M 0.02%
9,977,984
-3,095,019
670
$223M 0.02%
3,524,908
+254,520
671
$223M 0.02%
3,237,327
-84,286
672
$223M 0.02%
4,378,873
-553,160
673
$222M 0.02%
8,136,807
+113,259
674
$221M 0.02%
9,621,459
-343,013
675
$221M 0.02%
6,825,651
-290,214
25 26
27
28 29