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
2051
$30.3M ﹤0.01%
534,512
+71,906
2052
$30.3M ﹤0.01%
1,406,892
+312,068
2053
$30.3M ﹤0.01%
932,811
-485,045
2054
$30.3M ﹤0.01%
655,495
+22,842
2055
$30.3M ﹤0.01%
3,281,271
+139,169
2056
$30.2M ﹤0.01%
374,809
-19,389
2057
$30.2M ﹤0.01%
2,105,164
-35,531
2058
$30.1M ﹤0.01%
545,104
-71,958
2059
$30.1M ﹤0.01%
414,807
-64,687
2060
$30.1M ﹤0.01%
944,136
+63,572
2061
$30.1M ﹤0.01%
264,902
-42,434
2062
$30.1M ﹤0.01%
646,930
+42,126
2063
$30.1M ﹤0.01%
1,672,631
+938,247
2064
$30.1M ﹤0.01%
932,479
+9,951
2065
$30M ﹤0.01%
800,306
-257,387
2066
$30M ﹤0.01%
498,159
+120,956
2067
$30M ﹤0.01%
1,295,104
+210,839
2068
$30M ﹤0.01%
637,550
+34,506
2069
$30M ﹤0.01%
471,000
+68,020
2070
$29.9M ﹤0.01%
580,152
-85,386
2071
$29.9M ﹤0.01%
497,608
-1,442,723
2072
$29.8M ﹤0.01%
235,805
-8,105
2073
$29.7M ﹤0.01%
1,601,115
+72,316
2074
$29.7M ﹤0.01%
1,041,460
-109,383
2075
$29.7M ﹤0.01%
1,212,568
+383,288
81 82
83
84 85