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
2551
$13.4M ﹤0.01%
963,335
-68,420
2552
$13.3M ﹤0.01%
296,208
-84,031
2553
$13.3M ﹤0.01%
213,462
+6,001
2554
$13.3M ﹤0.01%
153,186
+10,101
2555
$13.3M ﹤0.01%
238,511
-4,848
2556
$13.3M ﹤0.01%
1,074,300
-289,604
2557
$13.3M ﹤0.01%
4,089,899
-63,096
2558
$13.2M ﹤0.01%
812,080
+20,414
2559
$13.2M ﹤0.01%
865,839
-71,043
2560
$13.2M ﹤0.01%
357,564
-226,120
2561
$13.2M ﹤0.01%
593,128
+172,258
2562
$13.2M ﹤0.01%
1,781,779
-135,459
2563
$13.2M ﹤0.01%
954,874
+93,887
2564
$13.1M ﹤0.01%
407,388
-120,040
2565
$13.1M ﹤0.01%
107,529
-13,029
2566
$13.1M ﹤0.01%
665,127
+23,557
2567
$13.1M ﹤0.01%
252,526
-75,103
2568
$13.1M ﹤0.01%
469,000
-4,019
2569
$13M ﹤0.01%
597,677
-938,656
2570
$13M ﹤0.01%
258,301
+60,492
2571
$13M ﹤0.01%
290,988
+10,086
2572
$13M ﹤0.01%
1,193,356
-1,275,985
2573
$13M ﹤0.01%
534,790
+49,473
2574
$13M ﹤0.01%
290,096
+13,908
2575
$13M ﹤0.01%
346,354
+26,687
101 102
103
104 105