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
2301
$23.7M ﹤0.01%
522,109
-58,098
2302
$23.7M ﹤0.01%
1,906,720
+31,941
2303
$23.7M ﹤0.01%
3,659,283
-64,081
2304
$23.6M ﹤0.01%
1,209,572
-577,838
2305
$23.6M ﹤0.01%
1,052,215
+384,671
2306
$23.6M ﹤0.01%
1,047,278
+171,924
2307
$23.6M ﹤0.01%
498,545
-10,441
2308
$23.6M ﹤0.01%
1,261,199
-331,123
2309
$23.5M ﹤0.01%
649,913
+73,528
2310
$23.5M ﹤0.01%
435,567
+25,839
2311
$23.5M ﹤0.01%
2,589,242
+267,111
2312
$23.4M ﹤0.01%
530,508
+176,138
2313
$23.4M ﹤0.01%
954,843
+42,865
2314
$23.4M ﹤0.01%
499,846
+56,062
2315
$23.4M ﹤0.01%
321,647
-276,020
2316
$23.4M ﹤0.01%
879,559
+93,983
2317
$23.3M ﹤0.01%
689,473
-106,531
2318
$23.3M ﹤0.01%
395,844
+112,422
2319
$23.3M ﹤0.01%
1,882,343
+159,736
2320
$23.2M ﹤0.01%
323,317
-124,455
2321
$23.2M ﹤0.01%
625,104
-224,928
2322
$23.2M ﹤0.01%
783,793
-7,809
2323
$23.2M ﹤0.01%
457,968
-115,808
2324
$23.2M ﹤0.01%
330,969
+33,829
2325
$23.2M ﹤0.01%
352,990
-34,274