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
1726
$42.4M ﹤0.01%
793,243
-218,213
1727
$42.3M ﹤0.01%
692,232
+711
1728
$42.3M ﹤0.01%
1,145,439
+16,962
1729
$42.2M ﹤0.01%
186,738
+157,484
1730
$42.1M ﹤0.01%
2,176,715
-815,996
1731
$42.1M ﹤0.01%
2,024,579
+234,792
1732
$42.1M ﹤0.01%
1,661,381
-232,098
1733
$42.1M ﹤0.01%
917,139
-589,751
1734
$42M ﹤0.01%
1,690,182
+417,406
1735
$42M ﹤0.01%
4,288,284
-424,017
1736
$42M ﹤0.01%
2,469,840
+23,805
1737
$41.9M ﹤0.01%
1,989,088
+114,910
1738
$41.9M ﹤0.01%
3,592,541
+1,422,490
1739
$41.9M ﹤0.01%
222,717
+34,572
1740
$41.8M ﹤0.01%
454,730
+55,026
1741
$41.8M ﹤0.01%
423,459
-20,423
1742
$41.8M ﹤0.01%
808,053
+79,438
1743
$41.7M ﹤0.01%
1,599,305
+856,513
1744
$41.7M ﹤0.01%
2,175,202
-171,479
1745
$41.7M ﹤0.01%
17,675,578
-9,160,414
1746
$41.7M ﹤0.01%
268,779
-60,731
1747
$41.6M ﹤0.01%
2,116,713
+1,162,415
1748
$41.5M ﹤0.01%
489,659
-395,909
1749
$41.4M ﹤0.01%
1,681,298
+62,112
1750
$41.4M ﹤0.01%
1,156,264
-81,774
68 69
70
71 72