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
3101
$8.23M ﹤0.01%
50,872
+2,778
3102
$8.22M ﹤0.01%
248,225
-170,017
3103
$8.21M ﹤0.01%
221,708
+120,416
3104
$8.2M ﹤0.01%
563,413
-360,097
3105
$8.19M ﹤0.01%
286,844
+28,662
3106
$8.19M ﹤0.01%
141,883
+15,784
3107
$8.19M ﹤0.01%
593,972
+45,466
3108
$8.18M ﹤0.01%
226,608
+10,463
3109
$8.18M ﹤0.01%
766,393
-445,906
3110
$8.17M ﹤0.01%
1,679,114
-70,559
3111
$8.17M ﹤0.01%
110,780
+10,741
3112
$8.17M ﹤0.01%
193,821
+5,626
3113
$8.16M ﹤0.01%
721,804
-53,724
3114
$8.16M ﹤0.01%
158,135
-9,072
3115
$8.16M ﹤0.01%
304,769
+163,946
3116
$8.15M ﹤0.01%
210,535
+19,124
3117
$8.15M ﹤0.01%
137,996
-68,479
3118
$8.14M ﹤0.01%
182,697
-26,341
3119
$8.14M ﹤0.01%
176,293
-108,475
3120
$8.13M ﹤0.01%
608,868
-112,262
3121
$8.13M ﹤0.01%
464,222
-39,107
3122
$8.11M ﹤0.01%
98,506
-22,748
3123
$8.09M ﹤0.01%
151,941
+4,661
3124
$8.09M ﹤0.01%
1,770,466
+824,482
3125
$8.07M ﹤0.01%
471,673
-27,147
123 124
125
126 127