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
1126
$95.4M 0.01%
2,912,545
-43,265
1127
$95.2M 0.01%
1,255,880
-315,561
1128
$95.2M 0.01%
3,890,146
-1,449,513
1129
$94.5M 0.01%
1,067,620
-135,934
1130
$94.5M 0.01%
663,795
+76,452
1131
$94.5M 0.01%
891,525
-9,487
1132
$94.3M 0.01%
661,112
-46,335
1133
$94.1M 0.01%
5,114,230
-730,038
1134
$94M 0.01%
2,662,810
+593,168
1135
$93.7M 0.01%
999,196
-96,157
1136
$93.6M 0.01%
3,091,311
+248,372
1137
$93.3M 0.01%
651,524
-31,743
1138
$93.3M 0.01%
1,680,554
-402,278
1139
$93.3M 0.01%
2,158,478
+429,848
1140
$93M 0.01%
1,483,728
+23,959
1141
$92.4M 0.01%
3,824,572
-1,598,434
1142
$92.4M 0.01%
3,222,983
+31,149
1143
$91.7M 0.01%
842,264
-356,891
1144
$91.6M 0.01%
9,891,821
+611,430
1145
$91M 0.01%
3,933,334
+265,101
1146
$90.4M 0.01%
2,461,963
-245,664
1147
$90.4M 0.01%
815,804
+179,242
1148
$90.3M 0.01%
1,566,935
-172,890
1149
$90.1M 0.01%
886,430
+335,207
1150
$90.1M 0.01%
830,943
+24,993
44 45
46
47 48