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
3001
$9.07M ﹤0.01%
128,892
-152,692
3002
$9.06M ﹤0.01%
1,005,755
+114,608
3003
$9.06M ﹤0.01%
595,535
-28,189
3004
$9.03M ﹤0.01%
172,097
-6,440
3005
$9.02M ﹤0.01%
255,050
+232,101
3006
$9.01M ﹤0.01%
458,638
+274,925
3007
$9.01M ﹤0.01%
894,285
-10,915
3008
$8.98M ﹤0.01%
21,714
+764
3009
$8.97M ﹤0.01%
137,722
+4,589
3010
$8.96M ﹤0.01%
382,889
+24,470
3011
$8.96M ﹤0.01%
332,800
+55,770
3012
$8.96M ﹤0.01%
350,000
-50,000
3013
$8.96M ﹤0.01%
322,736
-297,982
3014
$8.94M ﹤0.01%
1,095,783
+174,629
3015
$8.94M ﹤0.01%
38,009
-15,563
3016
$8.92M ﹤0.01%
265,030
-79,880
3017
$8.92M ﹤0.01%
114,049
-7,411
3018
$8.91M ﹤0.01%
1,579,941
-421,924
3019
$8.91M ﹤0.01%
488,003
+128,677
3020
$8.9M ﹤0.01%
475,025
-47,486
3021
$8.9M ﹤0.01%
429,933
-65,346
3022
$8.88M ﹤0.01%
219,259
-22,765
3023
$8.87M ﹤0.01%
258,617
+57,635
3024
$8.87M ﹤0.01%
307,135
+217,972
3025
$8.86M ﹤0.01%
271,056
-64,088
119 120
121
122 123