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
1051
$107M 0.01%
1,680,219
+216,065
1052
$107M 0.01%
2,131,595
-203,937
1053
$106M 0.01%
1,280,543
-88,821
1054
$106M 0.01%
1,174,571
-466,666
1055
$106M 0.01%
3,379,309
-135,040
1056
$106M 0.01%
6,310,013
+91,962
1057
$106M 0.01%
12,291,132
+344,108
1058
$105M 0.01%
8,907,197
+507,060
1059
$105M 0.01%
1,447,144
+179,656
1060
$105M 0.01%
2,805,009
+189,612
1061
$105M 0.01%
318,572
-207,406
1062
$105M 0.01%
2,830,808
-129,385
1063
$105M 0.01%
2,416,841
+600,184
1064
$105M 0.01%
1,622,148
-20,397
1065
$105M 0.01%
9,252,836
+45,490
1066
$105M 0.01%
1,415,526
-110,338
1067
$104M 0.01%
5,515,070
+241,934
1068
$104M 0.01%
2,055,034
-13,602
1069
$104M 0.01%
5,705,945
+164,135
1070
$104M 0.01%
1,172,163
+26,881
1071
$104M 0.01%
1,274,337
+49,981
1072
$104M 0.01%
2,301,504
-265,620
1073
$103M 0.01%
3,020,410
-145,370
1074
$103M 0.01%
1,016,883
-2,190
1075
$103M 0.01%
895,186
+34,230
41 42
43
44 45