Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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
101
$1.96B 0.19%
27,836,011
+214,639
102
$1.96B 0.19%
112,638,253
-10,736,539
103
$1.95B 0.19%
9,711,449
-3,300,988
104
$1.92B 0.19%
21,783,685
+3,055,462
105
$1.92B 0.19%
14,338,299
+473,608
106
$1.89B 0.19%
19,013,989
-1,131,239
107
$1.89B 0.19%
9,258,059
+275,734
108
$1.85B 0.18%
4,052,262
+117,291
109
$1.83B 0.18%
11,348,041
-40,681
110
$1.83B 0.18%
5,340,335
-305,882
111
$1.81B 0.18%
11,135,128
+163,623
112
$1.78B 0.18%
24,587,797
-1,047,106
113
$1.77B 0.17%
33,914,090
-119,410
114
$1.77B 0.17%
17,113,418
+427,169
115
$1.76B 0.17%
44,505,736
+5,347,831
116
$1.75B 0.17%
8,270,466
+537,431
117
$1.7B 0.17%
5,280,948
+238,635
118
$1.7B 0.17%
3,711,203
+294,366
119
$1.69B 0.17%
23,205,364
+1,285,638
120
$1.69B 0.17%
12,733,481
+74,570
121
$1.68B 0.17%
3,485,178
+106,244
122
$1.67B 0.16%
6,783,591
+200,715
123
$1.62B 0.16%
48,398,876
+2,924,422
124
$1.62B 0.16%
37,850,358
-378,468
125
$1.61B 0.16%
29,164,386
+3,964,934
3 4
5
6 7