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
3226
$7.55M ﹤0.01%
32,317
+31,065
3227
$7.55M ﹤0.01%
471,222
-42,588
3228
$7.55M ﹤0.01%
171,151
-16,608
3229
$7.55M ﹤0.01%
153,175
+21,340
3230
$7.55M ﹤0.01%
3,157,619
+9,644
3231
$7.54M ﹤0.01%
144,403
-25,085
3232
$7.54M ﹤0.01%
119,725
+44,011
3233
$7.53M ﹤0.01%
99,642
-55,559
3234
$7.53M ﹤0.01%
+395,714
3235
$7.52M ﹤0.01%
125,526
-1,682
3236
$7.52M ﹤0.01%
865,246
-677,126
3237
$7.51M ﹤0.01%
198,594
+119,394
3238
$7.5M ﹤0.01%
67,603
+34,130
3239
$7.5M ﹤0.01%
197,850
+4,893
3240
$7.5M ﹤0.01%
175,645
-23,272
3241
$7.49M ﹤0.01%
142,326
-34,053
3242
$7.47M ﹤0.01%
189,146
+33,797
3243
$7.47M ﹤0.01%
104,368
+47,849
3244
$7.47M ﹤0.01%
175,311
-43,513
3245
$7.46M ﹤0.01%
122,075
-309,152
3246
$7.46M ﹤0.01%
78,959
+15,796
3247
$7.46M ﹤0.01%
177,649
+168,098
3248
$7.46M ﹤0.01%
129,663
+3,701
3249
$7.45M ﹤0.01%
932,831
+31,873
3250
$7.45M ﹤0.01%
391,978
-13,811
128 129
130
131 132