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
1301
$71.4M 0.01%
1,043,320
-64,019
1302
$71.3M 0.01%
1,986,352
+408,449
1303
$71.1M 0.01%
2,375,030
-611,626
1304
$70.7M 0.01%
2,461,530
+770,023
1305
$70.7M 0.01%
1,871,319
+52,497
1306
$70.7M 0.01%
6,182,191
-201,542
1307
$70.5M 0.01%
1,791,906
+960,943
1308
$70.4M 0.01%
3,939,676
+444,064
1309
$70.4M 0.01%
2,841,015
+759,906
1310
$70M 0.01%
1,403,110
+455,356
1311
$70M 0.01%
3,773,026
-647,399
1312
$69.9M 0.01%
873,081
+85,536
1313
$69.8M 0.01%
768,684
+215,285
1314
$69.5M 0.01%
2,149,734
-152,931
1315
$69.4M 0.01%
1,787,236
+1,023,809
1316
$69.2M 0.01%
2,356,647
-37,975
1317
$69.2M 0.01%
4,229,560
+1,230,702
1318
$69.1M 0.01%
1,053,304
-159,900
1319
$69M 0.01%
287,186
+18,038
1320
$68.9M 0.01%
756,665
+3,803
1321
$68.9M 0.01%
2,725,180
-194,505
1322
$68.9M 0.01%
3,801,884
-265,932
1323
$68.7M 0.01%
565,631
+42,527
1324
$68.7M 0.01%
1,356,662
+124,767
1325
$68.7M 0.01%
59,373
-2,459
51 52
53
54 55