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
1776
$40.6M ﹤0.01%
205,139
+35,523
1777
$40.5M ﹤0.01%
1,076,047
-18,511
1778
$40.5M ﹤0.01%
501,829
+156,039
1779
$40.5M ﹤0.01%
568,495
-63,758
1780
$40.4M ﹤0.01%
185,899
+23,368
1781
$40.4M ﹤0.01%
2,546,019
-3,374
1782
$40.4M ﹤0.01%
5,180,581
+1,335,489
1783
$40.4M ﹤0.01%
4,207,962
-1,520,852
1784
$40.3M ﹤0.01%
7,521,092
+4,011,821
1785
$40.3M ﹤0.01%
1,003,510
-141,554
1786
$40.3M ﹤0.01%
3,300,001
-300,919
1787
$40.3M ﹤0.01%
681,576
-212,822
1788
$40.2M ﹤0.01%
968,149
+111,702
1789
$40.2M ﹤0.01%
805,946
+126,315
1790
$40.2M ﹤0.01%
3,354,977
-307,917
1791
$40.1M ﹤0.01%
3,367,838
+1,055,453
1792
$40.1M ﹤0.01%
600,049
+107,726
1793
$40.1M ﹤0.01%
910,723
+90,612
1794
$40.1M ﹤0.01%
1,415,066
-46,017
1795
$40.1M ﹤0.01%
942,786
-67,211
1796
$40M ﹤0.01%
407,364
+57,097
1797
$40M ﹤0.01%
6,270,137
+1,248,088
1798
$40M ﹤0.01%
4,429,446
-32,041
1799
$39.9M ﹤0.01%
469,701
-132,025
1800
$39.9M ﹤0.01%
360,707
+64,787
70 71
72
73 74