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
1501
$55.3M 0.01%
1,136,179
-122,100
1502
$55.3M 0.01%
943,681
+74,932
1503
$55.1M 0.01%
1,480,846
-14,361
1504
$55M 0.01%
299,133
+11,697
1505
$55M 0.01%
1,368,753
-13,647
1506
$54.8M 0.01%
1,784,745
+9,047
1507
$54.7M 0.01%
664,649
-12,995
1508
$54.7M 0.01%
1,168,638
+113,323
1509
$54.6M 0.01%
3,199,464
+27,725
1510
$54.3M 0.01%
186,536
+7,154
1511
$54.3M 0.01%
1,222,838
-970,965
1512
$54.2M 0.01%
2,340,303
+85,231
1513
$54.2M 0.01%
833,302
+261,061
1514
$54.1M 0.01%
2,741,435
+1,149,670
1515
$54.1M 0.01%
3,183,432
-2,626,237
1516
$54M 0.01%
5,266,461
+337,706
1517
$53.9M 0.01%
547,471
+59,184
1518
$53.9M 0.01%
633,701
+57,163
1519
$53.8M 0.01%
497,846
+1,434
1520
$53.8M 0.01%
4,177,237
+29,427
1521
$53.7M 0.01%
3,254,621
-240,315
1522
$53.7M 0.01%
1,275,473
+93,690
1523
$53.7M 0.01%
2,023,621
-211,687
1524
$53.6M 0.01%
2,272,859
+140,627
1525
$53.4M 0.01%
1,040,499
+258,289
59 60
61
62 63