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
1026
$111M 0.01%
833,707
-80,588
1027
$111M 0.01%
3,161,121
-752,558
1028
$111M 0.01%
3,071,984
-1,454,416
1029
$110M 0.01%
2,572,479
-165,234
1030
$110M 0.01%
2,200,000
-888,093
1031
$110M 0.01%
921,719
+6,226
1032
$109M 0.01%
5,188,129
-3,115,100
1033
$109M 0.01%
697,770
+188,310
1034
$109M 0.01%
4,812,153
-351,606
1035
$109M 0.01%
4,815,691
+1,417,700
1036
$109M 0.01%
7,226,331
+782,180
1037
$109M 0.01%
2,153,508
+625,992
1038
$108M 0.01%
9,695,402
+84,317
1039
$108M 0.01%
247,071
+27,774
1040
$108M 0.01%
512,951
+58,539
1041
$108M 0.01%
648,563
+185,901
1042
$108M 0.01%
2,437,312
+523,321
1043
$108M 0.01%
1,477,804
-79,787
1044
$108M 0.01%
3,430,562
-322,214
1045
$107M 0.01%
1,053,375
-202,614
1046
$107M 0.01%
1,616,875
+307,807
1047
$107M 0.01%
6,568,560
+1,664,798
1048
$107M 0.01%
1,231,508
+299,307
1049
$107M 0.01%
2,573,009
-48,464
1050
$107M 0.01%
6,894,839
+333,261
40 41
42
43 44