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
1226
$80.1M 0.01%
486,452
+3,693
1227
$80M 0.01%
1,899,497
+328,982
1228
$80M 0.01%
13,426,042
-11,260,985
1229
$80M 0.01%
2,004,980
-69,659
1230
$79.8M 0.01%
213,320
-56,873
1231
$79.5M 0.01%
859,536
-82,412
1232
$79.4M 0.01%
850,757
-120,891
1233
$79.3M 0.01%
1,472,737
-181,668
1234
$79.2M 0.01%
505,921
+8,430
1235
$78.6M 0.01%
10,228,358
+233,940
1236
$78.6M 0.01%
1,675,239
-236,264
1237
$78.5M 0.01%
5,012,342
-1,163,300
1238
$78.4M 0.01%
991,045
-47,485
1239
$78.3M 0.01%
1,604,840
+111,499
1240
$78.1M 0.01%
5,709,834
+819,427
1241
$78.1M 0.01%
3,599,469
-224,219
1242
$78.1M 0.01%
3,172,561
-202,757
1243
$78.1M 0.01%
546,051
+80,177
1244
$77.9M 0.01%
562,621
+28,160
1245
$77.7M 0.01%
2,388,246
-94,717
1246
$77.7M 0.01%
1,337,510
+93,934
1247
$77.7M 0.01%
3,186,441
+495,939
1248
$77.7M 0.01%
2,531,084
-198,642
1249
$77.6M 0.01%
5,942,537
-547,236
1250
$77.4M 0.01%
484,697
-109,809
48 49
50
51 52