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
1276
$74.2M 0.01%
1,160,857
-192,813
1277
$74.2M 0.01%
2,312,087
-1,689,898
1278
$74.2M 0.01%
1,021,859
+238,045
1279
$73.8M 0.01%
371,562
+23,294
1280
$73.8M 0.01%
806,032
-95,121
1281
$73.6M 0.01%
401,496
+15,363
1282
$73.3M 0.01%
4,104,296
-779,947
1283
$73.3M 0.01%
2,887,785
-174,168
1284
$73.2M 0.01%
2,237,300
-28,070
1285
$73.1M 0.01%
844,068
-152,710
1286
$72.8M 0.01%
822,481
-8,347
1287
$72.7M 0.01%
1,953,241
+140,577
1288
$72.3M 0.01%
3,730,434
+1,252,649
1289
$72.2M 0.01%
1,412,025
+322,516
1290
$72.2M 0.01%
1,161,420
+20,499
1291
$72.1M 0.01%
859,194
+144,029
1292
$71.9M 0.01%
1,541,083
+171,227
1293
$71.9M 0.01%
4,508,442
-91,828
1294
$71.8M 0.01%
532,830
+50,419
1295
$71.8M 0.01%
9,102,815
+2,061,556
1296
$71.8M 0.01%
14,221,654
+107,593
1297
$71.7M 0.01%
384,476
+2,291
1298
$71.7M 0.01%
884,292
-44,410
1299
$71.6M 0.01%
6,968,321
-231,580
1300
$71.6M 0.01%
1,811,874
+126,924
50 51
52
53 54