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
3176
$7.79M ﹤0.01%
139,969
-28,212
3177
$7.77M ﹤0.01%
499,882
+86,151
3178
$7.77M ﹤0.01%
162,122
+11,825
3179
$7.77M ﹤0.01%
420,989
+412,664
3180
$7.76M ﹤0.01%
405,920
-17,636
3181
$7.76M ﹤0.01%
407,946
-203,548
3182
$7.76M ﹤0.01%
358,243
-115,412
3183
$7.76M ﹤0.01%
174,895
+11,141
3184
$7.75M ﹤0.01%
781,952
+12,124
3185
$7.75M ﹤0.01%
986,684
-55,188
3186
$7.75M ﹤0.01%
336,885
-266,019
3187
$7.74M ﹤0.01%
596,927
-22,855
3188
$7.74M ﹤0.01%
251,823
-242,626
3189
$7.74M ﹤0.01%
345,201
-77,771
3190
$7.73M ﹤0.01%
324,417
+14,406
3191
$7.73M ﹤0.01%
328,952
+19,231
3192
$7.73M ﹤0.01%
297,818
+8,362
3193
$7.71M ﹤0.01%
50,212
-6,511
3194
$7.71M ﹤0.01%
137,338
+43,667
3195
$7.71M ﹤0.01%
176,484
-66,012
3196
$7.7M ﹤0.01%
675,760
-1,569
3197
$7.7M ﹤0.01%
306,411
-40,703
3198
$7.7M ﹤0.01%
368,522
-113,470
3199
$7.7M ﹤0.01%
152,363
+71,845
3200
$7.69M ﹤0.01%
345,538
-16,349
126 127
128
129 130