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
2026
$31.1M ﹤0.01%
557,676
-88,534
2027
$31.1M ﹤0.01%
1,221,504
-177,530
2028
$31.1M ﹤0.01%
2,921,076
-3,452
2029
$31M ﹤0.01%
795,138
+570,336
2030
$31M ﹤0.01%
1,289,778
-827,081
2031
$31M ﹤0.01%
332,228
-10,399
2032
$30.9M ﹤0.01%
1,057,052
-19,106
2033
$30.9M ﹤0.01%
1,658,510
+695,165
2034
$30.9M ﹤0.01%
1,295,617
+581,961
2035
$30.9M ﹤0.01%
759,783
-70,146
2036
$30.9M ﹤0.01%
5,127,443
+110,613
2037
$30.9M ﹤0.01%
886,124
-225,940
2038
$30.8M ﹤0.01%
648,135
+313,193
2039
$30.8M ﹤0.01%
565,949
-17,578
2040
$30.8M ﹤0.01%
2,697,905
-178,843
2041
$30.7M ﹤0.01%
5,017,602
-48,502
2042
$30.7M ﹤0.01%
13,581,221
-7,904,479
2043
$30.6M ﹤0.01%
182,981
-3,283
2044
$30.6M ﹤0.01%
2,500,882
+133,470
2045
$30.5M ﹤0.01%
1,120,969
-153,994
2046
$30.4M ﹤0.01%
1,595,328
-40,003
2047
$30.4M ﹤0.01%
758,843
+45,267
2048
$30.4M ﹤0.01%
279,855
+110,477
2049
$30.4M ﹤0.01%
414,474
+7,363
2050
$30.3M ﹤0.01%
371,171
-31,205
80 81
82
83 84