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
901
$137M 0.01%
4,315,500
-2,104,519
902
$137M 0.01%
1,842,024
-8,021
903
$137M 0.01%
1,038,791
+14,507
904
$136M 0.01%
535,949
+8,460
905
$136M 0.01%
5,804,741
-24,046
906
$136M 0.01%
2,398,683
-140,714
907
$136M 0.01%
3,144,859
+993,473
908
$135M 0.01%
924,628
+67,643
909
$135M 0.01%
7,532,728
+2,418,614
910
$135M 0.01%
6,391,614
+70,083
911
$135M 0.01%
14,599,646
+2,264,771
912
$135M 0.01%
4,108,339
-677,624
913
$134M 0.01%
618,219
-80,199
914
$134M 0.01%
1,749,223
+174,170
915
$134M 0.01%
5,834,538
-286,400
916
$134M 0.01%
686,619
-33,344
917
$134M 0.01%
6,159,633
+382,201
918
$134M 0.01%
1,373,380
-25,615
919
$132M 0.01%
7,443,705
+155,029
920
$132M 0.01%
1,317,634
+62,624
921
$132M 0.01%
2,591,168
-359,357
922
$132M 0.01%
6,063,822
+1,040,519
923
$132M 0.01%
1,162,901
-155,157
924
$132M 0.01%
885,110
+3,362
925
$132M 0.01%
2,951,901
-39,170
35 36
37
38 39