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
2826
$10.5M ﹤0.01%
394,563
+330,513
2827
$10.5M ﹤0.01%
17,737
+1,542
2828
$10.4M ﹤0.01%
57,673
-3,578
2829
$10.4M ﹤0.01%
63,336
+2,904
2830
$10.4M ﹤0.01%
562,270
-163,105
2831
$10.4M ﹤0.01%
187,998
+161,509
2832
$10.4M ﹤0.01%
348,536
-125,059
2833
$10.4M ﹤0.01%
419,124
+71,093
2834
$10.4M ﹤0.01%
465,462
-118,867
2835
$10.4M ﹤0.01%
60,116
-17,769
2836
$10.3M ﹤0.01%
277,267
-237,888
2837
$10.3M ﹤0.01%
135,729
-49,286
2838
$10.3M ﹤0.01%
91,531
-8,980
2839
$10.3M ﹤0.01%
94,831
-7,193
2840
$10.3M ﹤0.01%
309,466
+53,338
2841
$10.3M ﹤0.01%
191,548
+16,651
2842
$10.3M ﹤0.01%
1,587,312
+53,141
2843
$10.3M ﹤0.01%
219,509
-167,909
2844
$10.3M ﹤0.01%
400,000
2845
$10.3M ﹤0.01%
195,864
-74,403
2846
$10.3M ﹤0.01%
429,402
+151,069
2847
$10.3M ﹤0.01%
+732,637
2848
$10.3M ﹤0.01%
445,847
+5,153
2849
$10.2M ﹤0.01%
100,133
+4,399
2850
$10.2M ﹤0.01%
191,461
+5,065
112 113
114
115 116