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
1101
$98.6M 0.01%
2,461,115
-253,371
1102
$98.4M 0.01%
1,869,718
-419,286
1103
$98.2M 0.01%
10,386,385
-1,522,009
1104
$98.1M 0.01%
4,711,728
+1,697,896
1105
$98.1M 0.01%
2,290,657
+3,295
1106
$97.9M 0.01%
9,810,600
-840,154
1107
$97.6M 0.01%
3,904,339
+771,577
1108
$97.6M 0.01%
3,487,541
-830
1109
$97.4M 0.01%
3,291,104
+1,227,340
1110
$97.4M 0.01%
3,105,274
-133,852
1111
$97.3M 0.01%
1,013,198
+173,512
1112
$97.3M 0.01%
2,380,008
+1,139,496
1113
$97.3M 0.01%
677,454
+53,898
1114
$97M 0.01%
6,145,361
+996,733
1115
$96.8M 0.01%
1,508,344
+525,224
1116
$96.8M 0.01%
5,085,532
+2,007,058
1117
$96.7M 0.01%
780,361
+42,370
1118
$96.7M 0.01%
470,589
+286
1119
$96.6M 0.01%
2,863,440
-6,770
1120
$96.5M 0.01%
940,495
+465,913
1121
$96.4M 0.01%
538,443
+202
1122
$96.4M 0.01%
4,888,251
-172,587
1123
$96.3M 0.01%
2,833,712
+227,124
1124
$95.8M 0.01%
1,682,116
+114,601
1125
$95.5M 0.01%
17,050,632
-3,670,175
43 44
45
46 47