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
2451
$20.3M ﹤0.01%
245,537
+29,716
2452
$20.3M ﹤0.01%
946,164
+85,531
2453
$20.3M ﹤0.01%
167,907
-10,594
2454
$20.3M ﹤0.01%
919,642
+32,196
2455
$20.3M ﹤0.01%
1,219,329
-630,575
2456
$20.2M ﹤0.01%
3,715,058
-2,198,669
2457
$20.2M ﹤0.01%
497,795
+85,883
2458
$20.2M ﹤0.01%
1,141,099
-34,251
2459
$20.1M ﹤0.01%
1,745,646
+49,321
2460
$20.1M ﹤0.01%
637,950
-6,184
2461
$20.1M ﹤0.01%
296,371
+75,040
2462
$20.1M ﹤0.01%
900,366
+105,108
2463
$20.1M ﹤0.01%
547,054
+52,006
2464
$20.1M ﹤0.01%
1,318,970
-236,807
2465
$20.1M ﹤0.01%
629,071
-8,512
2466
$20M ﹤0.01%
1,761,958
-201,310
2467
$20M ﹤0.01%
400,000
2468
$20M ﹤0.01%
1,763,377
-276,967
2469
$20M ﹤0.01%
417,638
-18,600
2470
$19.9M ﹤0.01%
1,173,051
-341,737
2471
$19.9M ﹤0.01%
1,335,609
+510,162
2472
$19.9M ﹤0.01%
549,868
+59,028
2473
$19.9M ﹤0.01%
844,376
-152,408
2474
$19.9M ﹤0.01%
5,222,741
+50,000
2475
$19.9M ﹤0.01%
2,471,584
+40,867
97 98
99
100 101