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
1601
$48.2M ﹤0.01%
+1,107,420
1602
$48.1M ﹤0.01%
261,872
+19,855
1603
$48M ﹤0.01%
1,332,003
-156,402
1604
$47.9M ﹤0.01%
935,721
-26,146
1605
$47.8M ﹤0.01%
1,224,256
-31,219
1606
$47.8M ﹤0.01%
216,086
-2,384
1607
$47.8M ﹤0.01%
2,240,661
-19,641
1608
$47.8M ﹤0.01%
1,311,747
+257,988
1609
$47.8M ﹤0.01%
3,454,842
+1,438,103
1610
$47.7M ﹤0.01%
511,418
+165,370
1611
$47.6M ﹤0.01%
3,046,105
-763,604
1612
$47.6M ﹤0.01%
2,932,062
-387,351
1613
$47.6M ﹤0.01%
561,987
+36,095
1614
$47.5M ﹤0.01%
1,847,684
-42,677
1615
$47.5M ﹤0.01%
546,185
+85,728
1616
$47.4M ﹤0.01%
842,292
+56,069
1617
$47.4M ﹤0.01%
5,485,798
-77,503
1618
$47.4M ﹤0.01%
1,854,038
+46,798
1619
$47.4M ﹤0.01%
928,549
-263,013
1620
$47.4M ﹤0.01%
672,442
+19,394
1621
$47.4M ﹤0.01%
642,399
+168,770
1622
$47.4M ﹤0.01%
1,353,569
+27,296
1623
$47.2M ﹤0.01%
1,318,928
+45,844
1624
$47.2M ﹤0.01%
789,120
-154,188
1625
$47.2M ﹤0.01%
1,937,598
+640,078
63 64
65
66 67