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
2851
$10.2M ﹤0.01%
233,445
+78,657
2852
$10.2M ﹤0.01%
988,888
+27,358
2853
$10.2M ﹤0.01%
1,417,489
-551,952
2854
$10.2M ﹤0.01%
392,878
+321,432
2855
$10.2M ﹤0.01%
191,719
+44,572
2856
$10.2M ﹤0.01%
448,061
+24,359
2857
$10.2M ﹤0.01%
191,667
+32,069
2858
$10.2M ﹤0.01%
559,462
-32,665
2859
$10.1M ﹤0.01%
120,725
+3,584
2860
$10.1M ﹤0.01%
499,840
+62,014
2861
$10.1M ﹤0.01%
181,171
+5,403
2862
$10.1M ﹤0.01%
129,987
-6,204
2863
$10.1M ﹤0.01%
77,604
+5,870
2864
$10.1M ﹤0.01%
93,142
+1,216
2865
$10.1M ﹤0.01%
1,299,068
+18,811
2866
$10M ﹤0.01%
471,575
+87,229
2867
$10M ﹤0.01%
83,571
-4,292
2868
$10M ﹤0.01%
203,198
-130,161
2869
$10M ﹤0.01%
268,718
-8,547
2870
$10M ﹤0.01%
268,998
-861,359
2871
$9.99M ﹤0.01%
132,110
+662
2872
$9.99M ﹤0.01%
106,282
-4,820
2873
$9.98M ﹤0.01%
2,538,493
+1,017,886
2874
$9.97M ﹤0.01%
286,323
-127,084
2875
$9.96M ﹤0.01%
233,625
+32,725
113 114
115
116 117