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
3351
$6.68M ﹤0.01%
739,095
-304,549
3352
$6.67M ﹤0.01%
796,543
-540,814
3353
$6.67M ﹤0.01%
43,805
-8,559
3354
$6.67M ﹤0.01%
246,245
+103,279
3355
$6.65M ﹤0.01%
93,286
+72,920
3356
$6.63M ﹤0.01%
17,532
-3,271
3357
$6.63M ﹤0.01%
243,667
+72,101
3358
$6.62M ﹤0.01%
209,614
-92,682
3359
$6.61M ﹤0.01%
315,794
-18,302
3360
$6.6M ﹤0.01%
381,173
-1,535,874
3361
$6.58M ﹤0.01%
94,259
-56,857
3362
$6.57M ﹤0.01%
137,575
-109,969
3363
$6.57M ﹤0.01%
861,269
-52,040
3364
$6.56M ﹤0.01%
10,056
+9,956
3365
$6.56M ﹤0.01%
144,472
+59,968
3366
$6.56M ﹤0.01%
2,223,262
+854,787
3367
$6.56M ﹤0.01%
143,128
+4,263
3368
$6.55M ﹤0.01%
118,265
-170,028
3369
$6.55M ﹤0.01%
1,080,272
-92,666
3370
$6.54M ﹤0.01%
1,049,370
-1,020,454
3371
$6.54M ﹤0.01%
353,712
+89,978
3372
$6.52M ﹤0.01%
651,599
-266,636
3373
$6.51M ﹤0.01%
281,964
-16,056
3374
$6.49M ﹤0.01%
648,815
+156,948
3375
$6.49M ﹤0.01%
348,183
+47,987
133 134
135
136 137