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
1551
$51.7M 0.01%
6,174,187
-305,863
1552
$51.7M 0.01%
1,003,104
+98,806
1553
$51.4M 0.01%
698,049
-12,049
1554
$51.1M 0.01%
3,690,421
-370,789
1555
$51.1M 0.01%
331,927
+13,547
1556
$51.1M 0.01%
639,078
-23,015
1557
$51M 0.01%
1,059,379
-94,887
1558
$50.9M 0.01%
2,169,998
+431,985
1559
$50.9M 0.01%
754,818
+222,684
1560
$50.9M 0.01%
2,914,689
-29,721
1561
$50.8M 0.01%
2,221,549
+365,177
1562
$50.8M 0.01%
1,664,565
-1,319,480
1563
$50.8M 0.01%
4,843,957
+579,689
1564
$50.7M 0.01%
8,030,995
+17,416
1565
$50.6M 0.01%
2,034,676
-57,809
1566
$50.6M 0.01%
1,890,277
+175,260
1567
$50.6M 0.01%
2,875,535
+538,030
1568
$50.5M 0.01%
1,263,545
-77,087
1569
$50.5M 0.01%
1,669,869
-72,106
1570
$50.5M 0.01%
3,048,377
+1,041,559
1571
$50.5M 0.01%
956,734
-8,193
1572
$50.4M 0.01%
2,142,644
+185,714
1573
$50.3M 0.01%
789,681
+72,186
1574
$50.2M ﹤0.01%
705,174
+5,118
1575
$49.9M ﹤0.01%
4,558,883
-739,335
61 62
63
64 65