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
2201
$26M ﹤0.01%
563,073
+80,875
2202
$26M ﹤0.01%
1,264,020
-127,169
2203
$26M ﹤0.01%
299,886
-45,037
2204
$26M ﹤0.01%
1,011,383
+304,174
2205
$25.9M ﹤0.01%
1,118,393
-1,536,823
2206
$25.9M ﹤0.01%
1,973,524
-640,847
2207
$25.8M ﹤0.01%
1,455,850
+277,574
2208
$25.7M ﹤0.01%
167,224
+14,521
2209
$25.7M ﹤0.01%
78,768
+3,879
2210
$25.7M ﹤0.01%
730,024
+167,952
2211
$25.7M ﹤0.01%
484,999
-70,277
2212
$25.6M ﹤0.01%
476,060
-25,401
2213
$25.6M ﹤0.01%
623,521
-6,843
2214
$25.6M ﹤0.01%
628,413
-92,786
2215
$25.6M ﹤0.01%
555,189
+17,478
2216
$25.5M ﹤0.01%
3,295,830
+805,778
2217
$25.5M ﹤0.01%
1,276,309
-194,757
2218
$25.5M ﹤0.01%
1,673,086
-855,744
2219
$25.4M ﹤0.01%
1,450,673
+10,073
2220
$25.4M ﹤0.01%
2,388,118
-86,033
2221
$25.4M ﹤0.01%
559,006
-158,173
2222
$25.4M ﹤0.01%
1,471,723
+127,771
2223
$25.4M ﹤0.01%
1,413,804
+1,049,777
2224
$25.4M ﹤0.01%
2,240,367
+280,075
2225
$25.4M ﹤0.01%
1,756,866
-37,215
87 88
89
90 91