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
2651
$12.1M ﹤0.01%
192,020
+39,787
2652
$12.1M ﹤0.01%
316,556
+505
2653
$12.1M ﹤0.01%
1,275,991
-5,511
2654
$12.1M ﹤0.01%
139,123
-161,117
2655
$12.1M ﹤0.01%
708,781
-225,427
2656
$12.1M ﹤0.01%
178,041
-5,158
2657
$12.1M ﹤0.01%
445,286
+74,507
2658
$12.1M ﹤0.01%
365,969
+48,523
2659
$12.1M ﹤0.01%
189,056
-7,024
2660
$12.1M ﹤0.01%
185,156
-4,771
2661
$12M ﹤0.01%
86,129
-32,924
2662
$12M ﹤0.01%
197,631
+2,001
2663
$12M ﹤0.01%
746,270
-52,608
2664
$12M ﹤0.01%
185,588
-49,750
2665
$11.9M ﹤0.01%
235,256
+7,348
2666
$11.9M ﹤0.01%
486,153
+125,297
2667
$11.9M ﹤0.01%
1,124,571
+113,957
2668
$11.9M ﹤0.01%
352,095
+104,188
2669
$11.9M ﹤0.01%
301,537
+37,652
2670
$11.9M ﹤0.01%
29,028
-32,640
2671
$11.9M ﹤0.01%
354,598
+74,757
2672
$11.9M ﹤0.01%
782,931
-8,637
2673
$11.9M ﹤0.01%
120,974
+46,492
2674
$11.9M ﹤0.01%
230,863
-108,985
2675
$11.9M ﹤0.01%
131,945
-3,620
105 106
107
108 109