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
1326
$68.2M 0.01%
308,776
-34,116
1327
$68.1M 0.01%
1,880,438
+19,583
1328
$68.1M 0.01%
3,095,393
-330,229
1329
$68.1M 0.01%
3,511,557
+193,694
1330
$68M 0.01%
895,408
-17,111
1331
$67.9M 0.01%
1,975,544
+83,537
1332
$67.8M 0.01%
1,124,654
+145,059
1333
$67.6M 0.01%
1,715,719
+46,709
1334
$67.4M 0.01%
1,444,185
+150,894
1335
$67.3M 0.01%
560,481
-29,894
1336
$67.2M 0.01%
459,765
-56,477
1337
$67.2M 0.01%
866,350
+23,677
1338
$67.2M 0.01%
684,940
-20,986
1339
$67.2M 0.01%
757,866
+459,744
1340
$67M 0.01%
10,170,561
+5,794,126
1341
$67M 0.01%
2,013,063
-104,679
1342
$66.9M 0.01%
2,214,935
+582,495
1343
$66.8M 0.01%
1,139,863
-29,475
1344
$66.8M 0.01%
5,031,870
+39,621
1345
$66.8M 0.01%
2,654,127
+81,366
1346
$66.7M 0.01%
756,421
+16,742
1347
$66.6M 0.01%
981,333
+73,556
1348
$66.5M 0.01%
2,261,031
-149,500
1349
$66.4M 0.01%
4,179,155
+383,136
1350
$66.4M 0.01%
1,075,455
+1,385
52 53
54
55 56