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
3326
$6.8M ﹤0.01%
104,792
+274
3327
$6.8M ﹤0.01%
189,753
-4,641
3328
$6.79M ﹤0.01%
614,939
+338,362
3329
$6.79M ﹤0.01%
93,034
+50,839
3330
$6.78M ﹤0.01%
2,768,811
-11,011,142
3331
$6.78M ﹤0.01%
59,109
+21,466
3332
$6.78M ﹤0.01%
498,587
+133,723
3333
$6.78M ﹤0.01%
55,178
-98,776
3334
$6.77M ﹤0.01%
263,289
-50,215
3335
$6.77M ﹤0.01%
413,553
-21,619
3336
$6.76M ﹤0.01%
109,721
-341,181
3337
$6.76M ﹤0.01%
200,588
+73,203
3338
$6.76M ﹤0.01%
759,478
-223,658
3339
$6.75M ﹤0.01%
160,614
+156,422
3340
$6.74M ﹤0.01%
446,889
-29,121
3341
$6.73M ﹤0.01%
518,552
+23,153
3342
$6.73M ﹤0.01%
276,116
+57,731
3343
$6.72M ﹤0.01%
150,478
+8,805
3344
$6.71M ﹤0.01%
94,192
-80,404
3345
$6.71M ﹤0.01%
75,270
-140,505
3346
$6.7M ﹤0.01%
240,379
+14,538
3347
$6.7M ﹤0.01%
455,489
+16,423
3348
$6.69M ﹤0.01%
82,806
-80,164
3349
$6.69M ﹤0.01%
216,950
+13,878
3350
$6.69M ﹤0.01%
353,736
+19,943
132 133
134
135 136