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
2351
$22.7M ﹤0.01%
2,334,259
+77,912
2352
$22.6M ﹤0.01%
2,834,058
+54,165
2353
$22.6M ﹤0.01%
1,038,171
+276,110
2354
$22.6M ﹤0.01%
6,152,123
-960,485
2355
$22.6M ﹤0.01%
104,117
+10,884
2356
$22.6M ﹤0.01%
549,807
+47,613
2357
$22.5M ﹤0.01%
5,084,074
-357,451
2358
$22.5M ﹤0.01%
1,000,518
-35,749
2359
$22.5M ﹤0.01%
196,803
-1,673
2360
$22.4M ﹤0.01%
559,356
+28,025
2361
$22.4M ﹤0.01%
1,751,918
-627,460
2362
$22.4M ﹤0.01%
1,229,503
+581,001
2363
$22.4M ﹤0.01%
262,202
+20,320
2364
$22.4M ﹤0.01%
1,598,740
+63,936
2365
$22.4M ﹤0.01%
346,631
-239,154
2366
$22.3M ﹤0.01%
402,000
2367
$22.3M ﹤0.01%
275,676
+38,278
2368
$22.3M ﹤0.01%
766,504
+318,588
2369
$22.2M ﹤0.01%
980,920
+12,030
2370
$22.2M ﹤0.01%
499,547
-321,697
2371
$22.2M ﹤0.01%
558,558
+30,781
2372
$22.2M ﹤0.01%
303,735
+23,729
2373
$22.2M ﹤0.01%
914,923
-9,877
2374
$22.2M ﹤0.01%
489,367
+215,271
2375
$22.2M ﹤0.01%
1,034,695
-169,181
93 94
95
96 97