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
1526
$53.3M 0.01%
1,653,881
+696,382
1527
$53.3M 0.01%
971,447
+167,811
1528
$53.2M 0.01%
3,206,628
+277,149
1529
$53.1M 0.01%
3,568,968
+188,263
1530
$53M 0.01%
3,128,830
+739,399
1531
$53M 0.01%
728,304
-49,343
1532
$52.9M 0.01%
6,821,332
+138,387
1533
$52.8M 0.01%
714,639
+48,333
1534
$52.7M 0.01%
1,030,855
-26,950
1535
$52.7M 0.01%
568,507
-357,277
1536
$52.5M 0.01%
10,042,896
+1,315,598
1537
$52.5M 0.01%
2,736,999
+272,065
1538
$52.5M 0.01%
2,321,517
+403,355
1539
$52.5M 0.01%
2,733,561
+131,346
1540
$52.4M 0.01%
29,611,121
+13,715,559
1541
$52.4M 0.01%
969,492
+2,289
1542
$52.3M 0.01%
6,949,790
+2,080,202
1543
$52.3M 0.01%
2,614,297
-139,147
1544
$52M 0.01%
3,296,765
+759,895
1545
$51.9M 0.01%
904,360
-837,391
1546
$51.8M 0.01%
780,582
-282,197
1547
$51.8M 0.01%
925,398
-18,515
1548
$51.8M 0.01%
994,328
+29,820
1549
$51.8M 0.01%
1,115,118
+45,023
1550
$51.8M 0.01%
398,612
-35,467
60 61
62
63 64