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
2876
$9.95M ﹤0.01%
1,010,622
+28,442
2877
$9.94M ﹤0.01%
705,055
+245,671
2878
$9.94M ﹤0.01%
368,451
-62,336
2879
$9.93M ﹤0.01%
1,017,710
-41,772
2880
$9.93M ﹤0.01%
916,532
-466,639
2881
$9.92M ﹤0.01%
532,728
+131,203
2882
$9.91M ﹤0.01%
+200,000
2883
$9.9M ﹤0.01%
55,500
-4,369
2884
$9.89M ﹤0.01%
197,928
+95,755
2885
$9.89M ﹤0.01%
175,805
+18,259
2886
$9.88M ﹤0.01%
1,500,026
+249,226
2887
$9.88M ﹤0.01%
65,057
-1,443
2888
$9.87M ﹤0.01%
122,841
+10,912
2889
$9.86M ﹤0.01%
474,966
-1,886
2890
$9.85M ﹤0.01%
382,370
+356,958
2891
$9.84M ﹤0.01%
395,785
+148,943
2892
$9.84M ﹤0.01%
397,656
+10,779
2893
$9.84M ﹤0.01%
517,435
+103,210
2894
$9.84M ﹤0.01%
158,970
-6,457
2895
$9.84M ﹤0.01%
482,937
+42,512
2896
$9.84M ﹤0.01%
207,070
-18,948
2897
$9.82M ﹤0.01%
607,493
-169,501
2898
$9.82M ﹤0.01%
344,645
+11,741
2899
$9.82M ﹤0.01%
351,174
+38,744
2900
$9.82M ﹤0.01%
236,409
+1,426