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
2576
$13M ﹤0.01%
307,696
-53,147
2577
$12.9M ﹤0.01%
117,031
+17,404
2578
$12.9M ﹤0.01%
54,288
-86,837
2579
$12.9M ﹤0.01%
144,132
+19,238
2580
$12.9M ﹤0.01%
78,558
+951
2581
$12.9M ﹤0.01%
292,295
+2,085
2582
$12.9M ﹤0.01%
257,110
+6,313
2583
$12.9M ﹤0.01%
547,281
-8,469
2584
$12.9M ﹤0.01%
793,083
-12,744
2585
$12.9M ﹤0.01%
278,512
+277,237
2586
$12.9M ﹤0.01%
214,379
+95,737
2587
$12.9M ﹤0.01%
346,818
+4,168
2588
$12.9M ﹤0.01%
417,136
-448,914
2589
$12.9M ﹤0.01%
817,827
+353,940
2590
$12.9M ﹤0.01%
775,594
-262,798
2591
$12.9M ﹤0.01%
167,205
+60,290
2592
$12.8M ﹤0.01%
261,063
+45,499
2593
$12.8M ﹤0.01%
304,048
+136,863
2594
$12.8M ﹤0.01%
386,043
-74,988
2595
$12.8M ﹤0.01%
428,592
-81,906
2596
$12.8M ﹤0.01%
549,803
+156,237
2597
$12.7M ﹤0.01%
817,572
-818,480
2598
$12.7M ﹤0.01%
258,196
-5,371
2599
$12.7M ﹤0.01%
295,790
+2,541
2600
$12.7M ﹤0.01%
570,264
-96,296
102 103
104
105 106