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
2776
$10.9M ﹤0.01%
182,385
+19,138
2777
$10.9M ﹤0.01%
389,990
-81,614
2778
$10.9M ﹤0.01%
238,483
+6,021
2779
$10.8M ﹤0.01%
496,483
-5,872
2780
$10.8M ﹤0.01%
443,736
-90,068
2781
$10.8M ﹤0.01%
171,345
-35,995
2782
$10.8M ﹤0.01%
79,947
+34,590
2783
$10.8M ﹤0.01%
455,856
+411,168
2784
$10.8M ﹤0.01%
756,486
-139,656
2785
$10.8M ﹤0.01%
501,768
-97,544
2786
$10.8M ﹤0.01%
621,814
+454,129
2787
$10.8M ﹤0.01%
427,769
-4,348
2788
$10.8M ﹤0.01%
245,259
+103,870
2789
$10.7M ﹤0.01%
606,028
+565,668
2790
$10.7M ﹤0.01%
654,917
-153,041
2791
$10.7M ﹤0.01%
659,192
-17,358
2792
$10.7M ﹤0.01%
367,058
-301,744
2793
$10.7M ﹤0.01%
324,445
-27,806
2794
$10.7M ﹤0.01%
504,767
+83,493
2795
$10.7M ﹤0.01%
397,748
-18,213
2796
$10.7M ﹤0.01%
59,897
+1,644
2797
$10.7M ﹤0.01%
527,453
-36,931
2798
$10.7M ﹤0.01%
183,134
+84,938
2799
$10.7M ﹤0.01%
111,246
-19,232
2800
$10.7M ﹤0.01%
308,643
+17,663
110 111
112
113 114