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
2251
$24.8M ﹤0.01%
361,179
+10,490
2252
$24.8M ﹤0.01%
2,630,143
-1,165,941
2253
$24.8M ﹤0.01%
322,339
-9,055
2254
$24.8M ﹤0.01%
4,645,106
-635,522
2255
$24.8M ﹤0.01%
389,879
-23,536
2256
$24.8M ﹤0.01%
1,080,896
+26,817
2257
$24.7M ﹤0.01%
793,553
-583,878
2258
$24.7M ﹤0.01%
643,759
+94,068
2259
$24.7M ﹤0.01%
391,093
+28,511
2260
$24.7M ﹤0.01%
178,374
-10,707
2261
$24.7M ﹤0.01%
967,626
+162,352
2262
$24.7M ﹤0.01%
1,029,839
-33,219
2263
$24.6M ﹤0.01%
3,497,608
-4,195,083
2264
$24.6M ﹤0.01%
389,496
-142,831
2265
$24.6M ﹤0.01%
1,757,944
-286,449
2266
$24.5M ﹤0.01%
428,935
+7,199
2267
$24.5M ﹤0.01%
1,184,679
+304,575
2268
$24.5M ﹤0.01%
137,022
-19,815
2269
$24.5M ﹤0.01%
1,073,317
+44,952
2270
$24.4M ﹤0.01%
492,686
+5,372
2271
$24.4M ﹤0.01%
1,761,085
+666,755
2272
$24.3M ﹤0.01%
913,342
+248,892
2273
$24.3M ﹤0.01%
460,046
-37,821
2274
$24.3M ﹤0.01%
535,007
+166,783
2275
$24.3M ﹤0.01%
354,821
+10,021
89 90
91
92 93