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
2126
$27.8M ﹤0.01%
1,260,808
+693,989
2127
$27.8M ﹤0.01%
2,835,203
+1,349,961
2128
$27.7M ﹤0.01%
622,514
-48,626
2129
$27.7M ﹤0.01%
2,240,686
+1,067,275
2130
$27.7M ﹤0.01%
621,464
-35,988
2131
$27.7M ﹤0.01%
724,236
-190,936
2132
$27.7M ﹤0.01%
2,179,629
+19,941
2133
$27.6M ﹤0.01%
511,198
+10,282
2134
$27.5M ﹤0.01%
720,428
-418,858
2135
$27.5M ﹤0.01%
496,646
-199,880
2136
$27.4M ﹤0.01%
717,369
-408,554
2137
$27.3M ﹤0.01%
1,876,318
+73,797
2138
$27.3M ﹤0.01%
1,296,235
-639,558
2139
$27.2M ﹤0.01%
2,175,106
-40,471
2140
$27.2M ﹤0.01%
200,484
-44,223
2141
$27.2M ﹤0.01%
585,550
+10,637
2142
$27.2M ﹤0.01%
167,856
-3,508
2143
$27.1M ﹤0.01%
584,585
-28,797
2144
$27.1M ﹤0.01%
173,517
-2,472
2145
$27.1M ﹤0.01%
999,353
+396,160
2146
$27.1M ﹤0.01%
1,409,257
-43,121
2147
$27M ﹤0.01%
306,136
+267,684
2148
$27M ﹤0.01%
2,828,479
-512,101
2149
$27M ﹤0.01%
213,333
+37,074
2150
$26.9M ﹤0.01%
1,229,040
-18,689
84 85
86
87 88