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
1426
$60.4M 0.01%
587,131
+54,819
1427
$60.3M 0.01%
529,010
+184,427
1428
$60.3M 0.01%
1,963,407
-150,422
1429
$59.9M 0.01%
1,298,844
-196,443
1430
$59.9M 0.01%
321,199
+45,161
1431
$59.9M 0.01%
1,132,625
-810,189
1432
$59.8M 0.01%
1,774,481
-27,888
1433
$59.6M 0.01%
338,036
+256,455
1434
$59.5M 0.01%
915,810
-35,216
1435
$59.5M 0.01%
711,518
+214,876
1436
$59.5M 0.01%
1,200,359
+145,098
1437
$59.5M 0.01%
2,025,670
+1,089,423
1438
$59.4M 0.01%
834,927
-55,955
1439
$59.4M 0.01%
1,315,479
+447,634
1440
$59.3M 0.01%
1,514,259
-320,542
1441
$59.2M 0.01%
1,339,254
-118,296
1442
$59.2M 0.01%
3,033,981
-189,982
1443
$59.1M 0.01%
1,354,122
+42,460
1444
$58.9M 0.01%
1,119,033
-103,743
1445
$58.8M 0.01%
2,013,562
+40,728
1446
$58.7M 0.01%
2,166,576
+281,705
1447
$58.7M 0.01%
921,153
-742,545
1448
$58.7M 0.01%
2,073,017
+10,900
1449
$58.6M 0.01%
2,178,764
+201,887
1450
$58.6M 0.01%
226,980
-10,108
56 57
58
59 60