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
2426
$20.9M ﹤0.01%
448,450
-37,658
2427
$20.9M ﹤0.01%
822,318
-85,267
2428
$20.8M ﹤0.01%
428,744
+45,477
2429
$20.8M ﹤0.01%
1,243,366
+499,728
2430
$20.7M ﹤0.01%
442,631
-3,323
2431
$20.7M ﹤0.01%
589,752
+137,913
2432
$20.7M ﹤0.01%
649,474
+29,650
2433
$20.7M ﹤0.01%
929,032
+152,355
2434
$20.7M ﹤0.01%
1,025,269
-419,371
2435
$20.6M ﹤0.01%
761,159
-1,113
2436
$20.6M ﹤0.01%
690,711
+53,554
2437
$20.6M ﹤0.01%
1,223,250
-134,434
2438
$20.6M ﹤0.01%
+445,934
2439
$20.5M ﹤0.01%
947,830
-274,973
2440
$20.5M ﹤0.01%
390,614
-165,043
2441
$20.5M ﹤0.01%
788,978
+97,548
2442
$20.5M ﹤0.01%
357,933
+133
2443
$20.5M ﹤0.01%
854,986
+263,291
2444
$20.5M ﹤0.01%
1,598,196
+258,119
2445
$20.4M ﹤0.01%
145,311
+1,580
2446
$20.4M ﹤0.01%
1,888,040
-301,016
2447
$20.4M ﹤0.01%
793,899
-2,065
2448
$20.4M ﹤0.01%
4,832,278
+968,768
2449
$20.4M ﹤0.01%
1,395,808
+118,471
2450
$20.3M ﹤0.01%
400,000
96 97
98
99 100