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
3276
$7.19M ﹤0.01%
5,707
-6
3277
$7.18M ﹤0.01%
194,126
+13,387
3278
$7.18M ﹤0.01%
259,962
+113,301
3279
$7.18M ﹤0.01%
113,236
+32,035
3280
$7.17M ﹤0.01%
211,975
-33,162
3281
$7.16M ﹤0.01%
379,190
-69,787
3282
$7.15M ﹤0.01%
453,806
+436,025
3283
$7.15M ﹤0.01%
811,123
-204,961
3284
$7.14M ﹤0.01%
79,790
+14,487
3285
$7.14M ﹤0.01%
621,079
+64,481
3286
$7.13M ﹤0.01%
609,531
-225,209
3287
$7.13M ﹤0.01%
110,250
-456,730
3288
$7.12M ﹤0.01%
204,969
-246,097
3289
$7.11M ﹤0.01%
646,661
-263,251
3290
$7.1M ﹤0.01%
319,389
+185,856
3291
$7.09M ﹤0.01%
512,947
+17,647
3292
$7.08M ﹤0.01%
268,762
+1,054
3293
$7.08M ﹤0.01%
115,662
-39,458
3294
$7.06M ﹤0.01%
144,063
-2,980
3295
$7.04M ﹤0.01%
178,934
-3,269
3296
$7.03M ﹤0.01%
+344,964
3297
$7.03M ﹤0.01%
524,866
-53,429
3298
$7.03M ﹤0.01%
184,448
-342,593
3299
$7.03M ﹤0.01%
245,199
+31,609
3300
$7.02M ﹤0.01%
29,632
-1,727
130 131
132
133 134