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
2751
$11.1M ﹤0.01%
168,261
+6,132
2752
$11.1M ﹤0.01%
52,323
-1,546
2753
$11.1M ﹤0.01%
241,615
+87,086
2754
$11.1M ﹤0.01%
423,211
-111,213
2755
$11.1M ﹤0.01%
1,287,378
+201,582
2756
$11.1M ﹤0.01%
477,101
-35,302
2757
$11.1M ﹤0.01%
180,774
+25,098
2758
$11.1M ﹤0.01%
397,499
+377,979
2759
$11.1M ﹤0.01%
538,862
+24,394
2760
$11.1M ﹤0.01%
91,967
-663,959
2761
$11.1M ﹤0.01%
277,257
+108,834
2762
$11.1M ﹤0.01%
715,906
-21,827
2763
$11M ﹤0.01%
1,096,328
-1,846,011
2764
$11M ﹤0.01%
430,908
+91,552
2765
$11M ﹤0.01%
126,196
+16,684
2766
$11M ﹤0.01%
340,953
+21,825
2767
$11M ﹤0.01%
169,072
+49,480
2768
$11M ﹤0.01%
141,554
+5,575
2769
$11M ﹤0.01%
72,577
+21,407
2770
$10.9M ﹤0.01%
204,774
-88,310
2771
$10.9M ﹤0.01%
202,971
-23,414
2772
$10.9M ﹤0.01%
518,327
+12,236
2773
$10.9M ﹤0.01%
303,175
+44,156
2774
$10.9M ﹤0.01%
830,849
-18,156
2775
$10.9M ﹤0.01%
121,948
-14,122
109 110
111
112 113