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
1201
$82.8M 0.01%
2,066,625
+68,231
1202
$82.7M 0.01%
1,376,504
+166,446
1203
$82.7M 0.01%
976,226
+35,419
1204
$82.7M 0.01%
1,643,636
-155,828
1205
$82.5M 0.01%
1,398,182
+480,124
1206
$82M 0.01%
9,928,657
+95,150
1207
$81.8M 0.01%
325,045
+157,200
1208
$81.7M 0.01%
3,007,502
+100,371
1209
$81.6M 0.01%
4,519,713
+163,797
1210
$81.5M 0.01%
1,910,417
+190,315
1211
$81.4M 0.01%
3,040,952
-2,041,411
1212
$81.3M 0.01%
7,105,260
-265,516
1213
$81.2M 0.01%
8,678,805
+355,650
1214
$81.1M 0.01%
2,531,174
-23,621
1215
$80.9M 0.01%
4,643,221
+2,813,301
1216
$80.6M 0.01%
4,884,782
+492,304
1217
$80.6M 0.01%
1,288,860
-64,865
1218
$80.6M 0.01%
4,621,694
-26,850
1219
$80.5M 0.01%
2,943,178
-38,625
1220
$80.5M 0.01%
2,935,292
+73,297
1221
$80.3M 0.01%
3,488,479
+240,882
1222
$80.3M 0.01%
1,606,038
-175,261
1223
$80.3M 0.01%
7,970,505
-274,690
1224
$80.1M 0.01%
278,624
-161,990
1225
$80.1M 0.01%
674,581
+10,453
47 48
49
50 51