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
2951
$9.37M ﹤0.01%
45,904
-1,033
2952
$9.37M ﹤0.01%
156,196
+28,531
2953
$9.37M ﹤0.01%
630,355
-584,097
2954
$9.36M ﹤0.01%
424,260
+222,532
2955
$9.35M ﹤0.01%
217,606
+17,036
2956
$9.34M ﹤0.01%
62,131
-47,593
2957
$9.31M ﹤0.01%
950,074
-5,514
2958
$9.31M ﹤0.01%
377,732
+65,580
2959
$9.3M ﹤0.01%
1,996,222
+348,757
2960
$9.29M ﹤0.01%
141,606
-22,015
2961
$9.29M ﹤0.01%
193,782
+124,913
2962
$9.29M ﹤0.01%
371,844
+277,353
2963
$9.28M ﹤0.01%
2,487,502
-9,560
2964
$9.27M ﹤0.01%
402,875
+315,822
2965
$9.27M ﹤0.01%
58,128
-20,222
2966
$9.27M ﹤0.01%
282,993
-50,732
2967
$9.25M ﹤0.01%
281,916
-40,017
2968
$9.25M ﹤0.01%
627,422
-56,965
2969
$9.24M ﹤0.01%
232,550
+18,195
2970
$9.24M ﹤0.01%
322,983
+34,175
2971
$9.24M ﹤0.01%
938,077
+79,312
2972
$9.24M ﹤0.01%
133,496
+33,246
2973
$9.24M ﹤0.01%
380,935
+243,852
2974
$9.23M ﹤0.01%
101,667
-3,557
2975
$9.23M ﹤0.01%
219,503
+53,329
117 118
119
120 121