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
2701
$11.6M ﹤0.01%
1,086,843
-23,056
2702
$11.6M ﹤0.01%
82,400
-32,850
2703
$11.6M ﹤0.01%
434,744
+197,528
2704
$11.6M ﹤0.01%
1,967,170
+129,496
2705
$11.6M ﹤0.01%
223,311
+3,582
2706
$11.6M ﹤0.01%
225,946
+30,173
2707
$11.6M ﹤0.01%
204,122
+22,721
2708
$11.6M ﹤0.01%
246,617
+98,744
2709
$11.6M ﹤0.01%
346,496
+2,236
2710
$11.6M ﹤0.01%
274,214
-4,113
2711
$11.6M ﹤0.01%
304,154
-102,729
2712
$11.5M ﹤0.01%
227,705
+5,567
2713
$11.5M ﹤0.01%
237,409
+61,131
2714
$11.5M ﹤0.01%
60,920
+41,486
2715
$11.5M ﹤0.01%
275,549
-137,286
2716
$11.5M ﹤0.01%
90,944
+11,906
2717
$11.5M ﹤0.01%
781,143
+137,024
2718
$11.5M ﹤0.01%
209,263
+4,881
2719
$11.5M ﹤0.01%
121,358
+8,507
2720
$11.5M ﹤0.01%
242,483
-54,670
2721
$11.5M ﹤0.01%
117,968
+24,528
2722
$11.5M ﹤0.01%
749,767
+361,812
2723
$11.4M ﹤0.01%
369,621
+155,394
2724
$11.4M ﹤0.01%
204,499
+16,225
2725
$11.4M ﹤0.01%
403,713
-58,298
107 108
109
110 111