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
2626
$12.4M ﹤0.01%
679,086
+164,527
2627
$12.4M ﹤0.01%
495,860
-92,295
2628
$12.4M ﹤0.01%
161,098
-9,207
2629
$12.4M ﹤0.01%
576,256
-167,065
2630
$12.4M ﹤0.01%
446,730
+62,507
2631
$12.4M ﹤0.01%
244,619
+26,001
2632
$12.4M ﹤0.01%
494,230
+139,021
2633
$12.4M ﹤0.01%
127,030
+161
2634
$12.4M ﹤0.01%
572,689
-213,714
2635
$12.3M ﹤0.01%
478,796
-80,726
2636
$12.3M ﹤0.01%
1,666,232
+844,347
2637
$12.3M ﹤0.01%
289,233
-144,672
2638
$12.3M ﹤0.01%
208,769
+87,830
2639
$12.3M ﹤0.01%
601,056
+53,088
2640
$12.3M ﹤0.01%
197,544
+8,865
2641
$12.2M ﹤0.01%
267,903
-75,129
2642
$12.2M ﹤0.01%
1,695,486
+300,206
2643
$12.2M ﹤0.01%
421,543
+10,169
2644
$12.2M ﹤0.01%
86,996
-65,974
2645
$12.2M ﹤0.01%
234,625
+107,656
2646
$12.2M ﹤0.01%
150,418
+1,386
2647
$12.2M ﹤0.01%
411,714
-79,298
2648
$12.1M ﹤0.01%
231,220
-6,475
2649
$12.1M ﹤0.01%
373,656
+32,135
2650
$12.1M ﹤0.01%
122,789
+10,186
104 105
106
107 108