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
2101
$28.8M ﹤0.01%
2,312,002
+132,568
2102
$28.7M ﹤0.01%
1,097,682
+50,776
2103
$28.7M ﹤0.01%
842,483
+75,802
2104
$28.7M ﹤0.01%
982,002
-50,019
2105
$28.7M ﹤0.01%
906,355
-70,333
2106
$28.6M ﹤0.01%
7,361,347
+138,654
2107
$28.6M ﹤0.01%
1,020,808
+413,269
2108
$28.6M ﹤0.01%
1,448,732
-22,238
2109
$28.6M ﹤0.01%
437,689
-57,217
2110
$28.5M ﹤0.01%
4,312,924
+276,677
2111
$28.5M ﹤0.01%
1,406,988
-94,431
2112
$28.4M ﹤0.01%
2,302,658
+2,800
2113
$28.4M ﹤0.01%
927,746
+114,318
2114
$28.4M ﹤0.01%
2,602,470
+143,158
2115
$28.4M ﹤0.01%
562,930
-72,355
2116
$28.3M ﹤0.01%
1,567,759
-174,118
2117
$28.3M ﹤0.01%
3,419,034
+316,588
2118
$28.1M ﹤0.01%
854,567
+35,323
2119
$28.1M ﹤0.01%
298,827
-245,058
2120
$28M ﹤0.01%
499,343
+5,979
2121
$28M ﹤0.01%
1,513,029
-37,095
2122
$28M ﹤0.01%
1,169,241
+181,845
2123
$27.9M ﹤0.01%
670,948
-340,330
2124
$27.9M ﹤0.01%
272,508
+8,588
2125
$27.9M ﹤0.01%
599,469
+521,832
83 84
85
86 87