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
1576
$49.9M ﹤0.01%
3,302,796
-1,193,246
1577
$49.8M ﹤0.01%
1,488,105
-23,765
1578
$49.8M ﹤0.01%
473,684
+8,179
1579
$49.7M ﹤0.01%
591,344
+60,459
1580
$49.6M ﹤0.01%
5,597,559
+497,232
1581
$49.6M ﹤0.01%
440,533
-16,785
1582
$49.5M ﹤0.01%
1,671,029
+43,433
1583
$49.4M ﹤0.01%
2,734,720
+29,694
1584
$49.4M ﹤0.01%
2,587,321
+15,691
1585
$49.3M ﹤0.01%
756,010
-80,295
1586
$49.3M ﹤0.01%
1,977,747
+32,400
1587
$49.2M ﹤0.01%
299,506
-6,820
1588
$49.1M ﹤0.01%
1,084,309
+405,782
1589
$49M ﹤0.01%
845,644
+83,199
1590
$48.8M ﹤0.01%
336,705
+21,220
1591
$48.7M ﹤0.01%
812,622
+16,131
1592
$48.7M ﹤0.01%
1,655,730
+204,510
1593
$48.6M ﹤0.01%
1,287,962
+57,946
1594
$48.6M ﹤0.01%
1,292,311
+53,262
1595
$48.5M ﹤0.01%
686,778
-37,721
1596
$48.5M ﹤0.01%
447,614
+5,652
1597
$48.5M ﹤0.01%
1,183,800
+15,682
1598
$48.3M ﹤0.01%
1,091,705
+63,652
1599
$48.3M ﹤0.01%
1,790,740
-102,663
1600
$48.2M ﹤0.01%
938,246
-133,625
62 63
64
65 66