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
2501
$14M ﹤0.01%
1,401,521
+147,319
2502
$14M ﹤0.01%
664,967
+99,759
2503
$13.9M ﹤0.01%
188,666
-100,868
2504
$13.9M ﹤0.01%
285,037
-12,699
2505
$13.9M ﹤0.01%
144,891
-204,709
2506
$13.9M ﹤0.01%
220,357
+19,806
2507
$13.9M ﹤0.01%
196,098
+17,528
2508
$13.9M ﹤0.01%
210,867
-135,144
2509
$13.9M ﹤0.01%
2,708,473
+684,721
2510
$13.9M ﹤0.01%
117,036
+28,071
2511
$13.9M ﹤0.01%
134,883
-400,563
2512
$13.8M ﹤0.01%
112,790
-42,685
2513
$13.8M ﹤0.01%
1,225,234
-326,652
2514
$13.8M ﹤0.01%
1,029,088
-870,702
2515
$13.8M ﹤0.01%
109,701
+1,948
2516
$13.8M ﹤0.01%
464,014
+250,853
2517
$13.8M ﹤0.01%
380,005
-184,424
2518
$13.8M ﹤0.01%
501,566
-53,488
2519
$13.8M ﹤0.01%
195,356
-492,997
2520
$13.8M ﹤0.01%
575,412
+209,849
2521
$13.8M ﹤0.01%
156,974
-20,375
2522
$13.8M ﹤0.01%
152,702
-35,923
2523
$13.8M ﹤0.01%
487,582
-48,763
2524
$13.7M ﹤0.01%
142,926
-3,765
2525
$13.7M ﹤0.01%
271,334
-339
99 100
101
102 103