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
2526
$13.7M ﹤0.01%
278,716
+18,991
2527
$13.7M ﹤0.01%
1,518,343
-45,021
2528
$13.7M ﹤0.01%
58,595
+37,048
2529
$13.7M ﹤0.01%
221,604
+76,298
2530
$13.7M ﹤0.01%
132,815
-29,533
2531
$13.7M ﹤0.01%
559,135
+344,092
2532
$13.6M ﹤0.01%
979,227
-982
2533
$13.6M ﹤0.01%
821,243
-14,409
2534
$13.6M ﹤0.01%
925,799
-51,086
2535
$13.6M ﹤0.01%
461,107
-72,185
2536
$13.6M ﹤0.01%
152,584
-66,675
2537
$13.6M ﹤0.01%
824,347
-74,292
2538
$13.6M ﹤0.01%
697,897
+14,876
2539
$13.6M ﹤0.01%
982,037
+24,153
2540
$13.5M ﹤0.01%
313,636
-20,846
2541
$13.5M ﹤0.01%
502,908
-8,154
2542
$13.5M ﹤0.01%
167,064
+26,125
2543
$13.5M ﹤0.01%
339,652
-81,524
2544
$13.4M ﹤0.01%
186,048
-25,752
2545
$13.4M ﹤0.01%
157,063
+47,594
2546
$13.4M ﹤0.01%
369,936
+170,416
2547
$13.4M ﹤0.01%
240,684
-61,915
2548
$13.4M ﹤0.01%
1,052,979
-16,714
2549
$13.4M ﹤0.01%
619,309
-886,145
2550
$13.4M ﹤0.01%
1,030,602
-2,248,767
100 101
102
103 104