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
$742B
AUM Growth
-$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,325
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.5B
3
+$1.47B
4
ABNB icon
Airbnb
ABNB
+$850M
5
U icon
Unity
U
+$651M

Top Sells

1
+$2.24B
2
+$1.33B
3
+$1.19B
4
AMZN icon
Amazon
AMZN
+$997M
5
BABA icon
Alibaba
BABA
+$940M

Sector Composition

1 Technology 20.47%
2 Healthcare 9.82%
3 Financials 9.14%
4 Consumer Discretionary 8.85%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$14.2M ﹤0.01%
677,812
+28,403
2477
$14.2M ﹤0.01%
924,184
+80,077
2478
$14.2M ﹤0.01%
84,269
+10,577
2479
$14.2M ﹤0.01%
353,347
+1,642
2480
$14.2M ﹤0.01%
479,659
+85,064
2481
$14.2M ﹤0.01%
31,851
+19,617
2482
$14.1M ﹤0.01%
1,436,333
+176,317
2483
$14.1M ﹤0.01%
355,656
-292,373
2484
$14.1M ﹤0.01%
204,153
+7,964
2485
$14.1M ﹤0.01%
481,608
-105,658
2486
$14.1M ﹤0.01%
829,216
-359,386
2487
$14.1M ﹤0.01%
251,685
-171,819
2488
$14.1M ﹤0.01%
69,718
+6,908
2489
$14.1M ﹤0.01%
446,791
-122,854
2490
$14.1M ﹤0.01%
533,371
-248,528
2491
$14.1M ﹤0.01%
166,470
-128,519
2492
$14.1M ﹤0.01%
596,460
+302,009
2493
$14M ﹤0.01%
949,901
-379,070
2494
$14M ﹤0.01%
206,695
-7,716
2495
$14M ﹤0.01%
292,806
-29,373
2496
$14M ﹤0.01%
799,818
+69,223
2497
$14M ﹤0.01%
1,784,030
+70,860
2498
$14M ﹤0.01%
58,913
+2,371
2499
$14M ﹤0.01%
+792,307
2500
$14M ﹤0.01%
404,337
+43,072
98 99
100
101 102