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
951
$124M 0.01%
781,518
+25,000
952
$124M 0.01%
11,906,432
+666,341
953
$124M 0.01%
3,187,295
+525,982
954
$123M 0.01%
2,366,652
-119,584
955
$123M 0.01%
5,231,808
+82,846
956
$123M 0.01%
3,598,969
-546,855
957
$122M 0.01%
1,269,101
-19,148
958
$122M 0.01%
2,267,223
+256,181
959
$122M 0.01%
1,154,566
-669,309
960
$122M 0.01%
4,727,443
+1,023,338
961
$122M 0.01%
832,100
+129,561
962
$122M 0.01%
1,448,164
+247,010
963
$121M 0.01%
295,291
+23,740
964
$121M 0.01%
965,135
-105,944
965
$121M 0.01%
2,146,557
-152,571
966
$121M 0.01%
2,636,282
+257,982
967
$121M 0.01%
2,321,146
-169,428
968
$121M 0.01%
1,232,550
+99,890
969
$121M 0.01%
778,439
+37,152
970
$121M 0.01%
6,908,463
-1,557,682
971
$121M 0.01%
454,082
-388,971
972
$120M 0.01%
2,416,778
+1,223,772
973
$120M 0.01%
1,465,764
-41,553
974
$120M 0.01%
764,634
-274,073
975
$120M 0.01%
1,932,267
+33,410
37 38
39
40 41