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
3201
$7.69M ﹤0.01%
463,846
-246,142
3202
$7.68M ﹤0.01%
298,905
+43,878
3203
$7.67M ﹤0.01%
80,423
+3,946
3204
$7.67M ﹤0.01%
54,979
-529
3205
$7.67M ﹤0.01%
62,212
-5,085
3206
$7.66M ﹤0.01%
305,956
+273,732
3207
$7.65M ﹤0.01%
283,601
-14,990
3208
$7.65M ﹤0.01%
388,221
-692,932
3209
$7.65M ﹤0.01%
138,497
-15,510
3210
$7.63M ﹤0.01%
848,377
-195,685
3211
$7.63M ﹤0.01%
231,564
-21,173
3212
$7.63M ﹤0.01%
138,265
+22,927
3213
$7.63M ﹤0.01%
64,953
-16,503
3214
$7.63M ﹤0.01%
165,973
-2,607
3215
$7.62M ﹤0.01%
559,219
+36,039
3216
$7.62M ﹤0.01%
578,623
-24,441
3217
$7.62M ﹤0.01%
76,050
-58,014
3218
$7.61M ﹤0.01%
116,231
+34,585
3219
$7.61M ﹤0.01%
366,490
+36,510
3220
$7.6M ﹤0.01%
322,686
-11,058
3221
$7.59M ﹤0.01%
240,857
+114,468
3222
$7.59M ﹤0.01%
552,687
+74,106
3223
$7.58M ﹤0.01%
524,743
-10,965
3224
$7.57M ﹤0.01%
237,018
-30,100
3225
$7.56M ﹤0.01%
652,644
+171,785
127 128
129
130 131