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
2276
$24.2M ﹤0.01%
469,098
+94,140
2277
$24.2M ﹤0.01%
561,517
+87,421
2278
$24.2M ﹤0.01%
905,859
+76,990
2279
$24.2M ﹤0.01%
966,324
-30,176
2280
$24.2M ﹤0.01%
613,453
-51,726
2281
$24.2M ﹤0.01%
690,992
-23,505
2282
$24.1M ﹤0.01%
659,716
+124,148
2283
$24M ﹤0.01%
1,004,627
-43,724
2284
$24M ﹤0.01%
299,832
-6,788
2285
$24M ﹤0.01%
492,274
-23,728
2286
$24M ﹤0.01%
2,113,040
+175,245
2287
$23.9M ﹤0.01%
2,622,028
+1,313,102
2288
$23.9M ﹤0.01%
4,973,943
+2,915,618
2289
$23.9M ﹤0.01%
225,052
+3,164
2290
$23.9M ﹤0.01%
17,457,128
-3,351,460
2291
$23.9M ﹤0.01%
842,161
-126,196
2292
$23.9M ﹤0.01%
291,180
-1,165
2293
$23.9M ﹤0.01%
114,342
+8,021
2294
$23.9M ﹤0.01%
2,177,001
-78,780
2295
$23.9M ﹤0.01%
517,175
+158,765
2296
$23.9M ﹤0.01%
178,662
+16,482
2297
$23.8M ﹤0.01%
363,560
+137,998
2298
$23.8M ﹤0.01%
1,003,890
-776,304
2299
$23.7M ﹤0.01%
715,323
-15,933
2300
$23.7M ﹤0.01%
222,649
+7,784
90 91
92
93 94