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
1751
$41.3M ﹤0.01%
2,617,680
-184,444
1752
$41.3M ﹤0.01%
1,432,389
-37,262
1753
$41.2M ﹤0.01%
781,036
+33,390
1754
$41.2M ﹤0.01%
1,196,668
-35,661
1755
$41.1M ﹤0.01%
575,507
-79,003
1756
$41M ﹤0.01%
3,247,630
+224,635
1757
$41M ﹤0.01%
4,574,402
+1,686,239
1758
$40.9M ﹤0.01%
1,661,062
+9,312
1759
$40.9M ﹤0.01%
4,108,776
-544,833
1760
$40.9M ﹤0.01%
1,430,923
+277,161
1761
$40.9M ﹤0.01%
523,696
+106,876
1762
$40.9M ﹤0.01%
697,060
+128,294
1763
$40.8M ﹤0.01%
686,834
-3,623
1764
$40.8M ﹤0.01%
291,248
+31,681
1765
$40.8M ﹤0.01%
300,242
+53,649
1766
$40.8M ﹤0.01%
645,720
+78,511
1767
$40.8M ﹤0.01%
276,094
-541,869
1768
$40.7M ﹤0.01%
1,091,243
+84,818
1769
$40.7M ﹤0.01%
478,829
+43,072
1770
$40.7M ﹤0.01%
1,117,453
+51,404
1771
$40.7M ﹤0.01%
1,316,094
+621,651
1772
$40.7M ﹤0.01%
1,945,525
+67,819
1773
$40.7M ﹤0.01%
934,431
-27,167
1774
$40.6M ﹤0.01%
439,364
+24,755
1775
$40.6M ﹤0.01%
4,665,214
-9,861
69 70
71
72 73