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
2601
$12.7M ﹤0.01%
4,950,604
+128,646
2602
$12.7M ﹤0.01%
310,226
+48,601
2603
$12.7M ﹤0.01%
149,587
-2,127
2604
$12.7M ﹤0.01%
569,975
+91,346
2605
$12.6M ﹤0.01%
1,247,154
+154,797
2606
$12.6M ﹤0.01%
328,025
+4,992
2607
$12.6M ﹤0.01%
413,725
-432,603
2608
$12.6M ﹤0.01%
618,668
+149,906
2609
$12.6M ﹤0.01%
974,470
+315,737
2610
$12.6M ﹤0.01%
400,732
-39,019
2611
$12.6M ﹤0.01%
595,795
+61,061
2612
$12.6M ﹤0.01%
389,116
+37,808
2613
$12.6M ﹤0.01%
249,887
-126,470
2614
$12.6M ﹤0.01%
445,961
-311,329
2615
$12.6M ﹤0.01%
264,835
+196,964
2616
$12.5M ﹤0.01%
849,596
+94,867
2617
$12.5M ﹤0.01%
878,789
+28,882
2618
$12.5M ﹤0.01%
126,081
-8,096
2619
$12.5M ﹤0.01%
401,980
+380,944
2620
$12.5M ﹤0.01%
932,043
-23,596
2621
$12.5M ﹤0.01%
443,906
+26,536
2622
$12.5M ﹤0.01%
262,243
-63,305
2623
$12.5M ﹤0.01%
3,776,988
+98,150
2624
$12.5M ﹤0.01%
217,425
+2,014
2625
$12.5M ﹤0.01%
304,253
+181,379
103 104
105
106 107