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
3151
$7.95M ﹤0.01%
1,670,228
-201,638
3152
$7.94M ﹤0.01%
155,165
-2,533
3153
$7.94M ﹤0.01%
1,153,620
+851
3154
$7.94M ﹤0.01%
346,776
+307,606
3155
$7.93M ﹤0.01%
311,243
-238,739
3156
$7.93M ﹤0.01%
145,552
-13,062
3157
$7.93M ﹤0.01%
658,877
-683,034
3158
$7.91M ﹤0.01%
1,392,756
-66,436
3159
$7.9M ﹤0.01%
120,383
+7,682
3160
$7.89M ﹤0.01%
214,952
+30,519
3161
$7.89M ﹤0.01%
1,046,164
+971,920
3162
$7.88M ﹤0.01%
170,029
-9,670
3163
$7.87M ﹤0.01%
282,610
-8,114
3164
$7.86M ﹤0.01%
318,859
+79,262
3165
$7.84M ﹤0.01%
89,576
-46,266
3166
$7.84M ﹤0.01%
543,880
-120,623
3167
$7.83M ﹤0.01%
+183,522
3168
$7.83M ﹤0.01%
123,739
+24,635
3169
$7.82M ﹤0.01%
276,535
-19,401
3170
$7.82M ﹤0.01%
356,077
-71,059
3171
$7.82M ﹤0.01%
43,044
-28,732
3172
$7.82M ﹤0.01%
532,729
+5,631
3173
$7.81M ﹤0.01%
315,035
-454,226
3174
$7.81M ﹤0.01%
388,046
-261,114
3175
$7.81M ﹤0.01%
273,105
-27,732
125 126
127
128 129