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
2976
$9.22M ﹤0.01%
291,374
+240,981
2977
$9.22M ﹤0.01%
162,232
-13,975
2978
$9.22M ﹤0.01%
492,083
-59,455
2979
$9.22M ﹤0.01%
159,422
-36,499
2980
$9.2M ﹤0.01%
226,553
-17,267
2981
$9.2M ﹤0.01%
636,363
-285,068
2982
$9.2M ﹤0.01%
973,288
+21,595
2983
$9.19M ﹤0.01%
354,678
+11,415
2984
$9.19M ﹤0.01%
307,521
-258,206
2985
$9.18M ﹤0.01%
898,176
+806,941
2986
$9.17M ﹤0.01%
477,316
+275,868
2987
$9.17M ﹤0.01%
312,795
+53,492
2988
$9.17M ﹤0.01%
100,363
-49,417
2989
$9.16M ﹤0.01%
120,352
+21,368
2990
$9.16M ﹤0.01%
169,764
-46,871
2991
$9.16M ﹤0.01%
259,229
+58,161
2992
$9.15M ﹤0.01%
535,392
+38,719
2993
$9.15M ﹤0.01%
280,024
-35,942
2994
$9.14M ﹤0.01%
132,175
+34,100
2995
$9.14M ﹤0.01%
172,542
+3,229
2996
$9.1M ﹤0.01%
301,219
+301,119
2997
$9.1M ﹤0.01%
107,354
-84,947
2998
$9.09M ﹤0.01%
2,272,492
+1,230,728
2999
$9.08M ﹤0.01%
1,471,714
-1,073,095
3000
$9.07M ﹤0.01%
214,511
-5,626
118 119
120
121 122