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
3401
$6.31M ﹤0.01%
81,336
-1,698
3402
$6.3M ﹤0.01%
275,974
+5,756
3403
$6.3M ﹤0.01%
26,716
+21,669
3404
$6.29M ﹤0.01%
182,983
-76,013
3405
$6.29M ﹤0.01%
144,570
-194,647
3406
$6.27M ﹤0.01%
60,861
-4,562
3407
$6.27M ﹤0.01%
124,742
-46,592
3408
$6.26M ﹤0.01%
158,444
+47,980
3409
$6.25M ﹤0.01%
52,421
-814
3410
$6.25M ﹤0.01%
102,604
-27,364
3411
$6.25M ﹤0.01%
157,119
-46,543
3412
$6.25M ﹤0.01%
473,060
+48,180
3413
$6.25M ﹤0.01%
687,301
-21,867
3414
$6.24M ﹤0.01%
64,724
+27,976
3415
$6.24M ﹤0.01%
756,046
-168,992
3416
$6.24M ﹤0.01%
231,174
-19,594
3417
$6.21M ﹤0.01%
78,315
-14,190
3418
$6.2M ﹤0.01%
71,208
-6,671
3419
$6.2M ﹤0.01%
343,549
+22,149
3420
$6.19M ﹤0.01%
379,097
-923,383
3421
$6.19M ﹤0.01%
140,627
+17,892
3422
$6.19M ﹤0.01%
688,321
-961,105
3423
$6.18M ﹤0.01%
166,861
-37,199
3424
$6.18M ﹤0.01%
658,486
-30,280
3425
$6.18M ﹤0.01%
145,902
+4,317
135 136
137
138 139