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
2326
$23.2M ﹤0.01%
668,553
-6,591
2327
$23.2M ﹤0.01%
1,552,795
-1,423
2328
$23.1M ﹤0.01%
768,619
+25,065
2329
$23.1M ﹤0.01%
45,546
-12,666
2330
$23.1M ﹤0.01%
224,690
+63,235
2331
$23.1M ﹤0.01%
35,170
-1,398
2332
$23.1M ﹤0.01%
1,735,597
-318,931
2333
$23.1M ﹤0.01%
848,870
+87,666
2334
$23M ﹤0.01%
510,965
+14,706
2335
$23M ﹤0.01%
1,460,326
-120,595
2336
$23M ﹤0.01%
1,158,822
+136,731
2337
$23M ﹤0.01%
961,801
-61,016
2338
$23M ﹤0.01%
483,054
+263,355
2339
$23M ﹤0.01%
1,183,054
+111,107
2340
$23M ﹤0.01%
1,549,370
-212,565
2341
$22.9M ﹤0.01%
400,000
2342
$22.9M ﹤0.01%
1,966,241
+280,475
2343
$22.9M ﹤0.01%
1,403,509
+226,085
2344
$22.9M ﹤0.01%
946,394
+370,209
2345
$22.8M ﹤0.01%
1,001,176
-185,858
2346
$22.8M ﹤0.01%
557,385
+59,843
2347
$22.8M ﹤0.01%
1,830,714
-702,218
2348
$22.7M ﹤0.01%
880,266
-127,398
2349
$22.7M ﹤0.01%
1,051,846
+149,299
2350
$22.7M ﹤0.01%
869,426
+148,352
92 93
94
95 96