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
2226
$25.3M ﹤0.01%
353,146
-18,500
2227
$25.3M ﹤0.01%
1,023,019
-300
2228
$25.3M ﹤0.01%
987,690
+20,469
2229
$25.3M ﹤0.01%
328,127
+21,376
2230
$25.3M ﹤0.01%
239,897
-135,844
2231
$25.3M ﹤0.01%
538,760
-7,716
2232
$25.3M ﹤0.01%
187,439
-5,709
2233
$25.3M ﹤0.01%
2,435,030
+1,430,404
2234
$25.2M ﹤0.01%
446,295
-105,101
2235
$25.2M ﹤0.01%
628,924
-133,265
2236
$25.2M ﹤0.01%
728,374
-127,687
2237
$25.2M ﹤0.01%
305,255
-543,369
2238
$25.1M ﹤0.01%
300,162
+32,102
2239
$25.1M ﹤0.01%
688,440
+45,594
2240
$25.1M ﹤0.01%
411,035
+2,960
2241
$25.1M ﹤0.01%
601,300
-13,301
2242
$25M ﹤0.01%
1,417,457
+319,992
2243
$25M ﹤0.01%
317,762
+5,230
2244
$25M ﹤0.01%
2,656,937
+384,809
2245
$25M ﹤0.01%
664,166
+97,985
2246
$24.9M ﹤0.01%
799,651
-28,741
2247
$24.9M ﹤0.01%
1,788,278
-46,966
2248
$24.9M ﹤0.01%
532,517
-670
2249
$24.9M ﹤0.01%
3,425,545
+1,041,049
2250
$24.9M ﹤0.01%
2,864,146
-354,785
88 89
90
91 92