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
1151
$90.1M 0.01%
4,718,604
+299,967
1152
$90M 0.01%
1,206,697
-21,743
1153
$90M 0.01%
1,595,102
-22,577
1154
$89.9M 0.01%
2,101,143
-228,495
1155
$89.9M 0.01%
435,361
+66,232
1156
$89.8M 0.01%
1,393,218
+214,920
1157
$89.7M 0.01%
1,073,029
+175,761
1158
$89.6M 0.01%
1,910,725
+384,745
1159
$89.4M 0.01%
1,769,796
+19,319
1160
$89.4M 0.01%
5,320,119
+134,931
1161
$89.4M 0.01%
1,201,535
-274,475
1162
$89.3M 0.01%
2,115,055
-435,502
1163
$89.3M 0.01%
3,727,980
-186,724
1164
$89.2M 0.01%
1,604,747
+68,823
1165
$89M 0.01%
802,942
-16,079
1166
$89M 0.01%
2,935,224
-151,258
1167
$88.8M 0.01%
706,678
+91,733
1168
$88.3M 0.01%
2,523,930
+369,100
1169
$88.2M 0.01%
1,412,484
-905,240
1170
$88.1M 0.01%
1,483,114
+171,032
1171
$88M 0.01%
2,765,977
1172
$87.8M 0.01%
906,883
+137,375
1173
$87.7M 0.01%
2,619,327
+9,550
1174
$87.5M 0.01%
1,585,145
+249,797
1175
$87.4M 0.01%
1,406,925
-16,398
45 46
47
48 49