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
3426
$6.16M ﹤0.01%
66,221
+2,832
3427
$6.15M ﹤0.01%
253,101
+13,072
3428
$6.15M ﹤0.01%
447,173
+20,124
3429
$6.15M ﹤0.01%
394,032
-90,743
3430
$6.14M ﹤0.01%
66,581
-12,908
3431
$6.14M ﹤0.01%
352,013
-25,844
3432
$6.12M ﹤0.01%
84,104
+69,256
3433
$6.11M ﹤0.01%
425,377
-486,828
3434
$6.09M ﹤0.01%
160,305
+56,896
3435
$6.08M ﹤0.01%
196,889
+14,644
3436
$6.08M ﹤0.01%
225,171
+58,521
3437
$6.08M ﹤0.01%
614,926
+48,035
3438
$6.07M ﹤0.01%
302,804
-5,713
3439
$6.06M ﹤0.01%
410,477
+5,919
3440
$6.05M ﹤0.01%
49,491
-23,652
3441
$6.05M ﹤0.01%
353,829
+28,165
3442
$6.05M ﹤0.01%
2,501,696
-451,769
3443
$6.04M ﹤0.01%
92,431
+15,980
3444
$6.04M ﹤0.01%
235,093
-807
3445
$6.01M ﹤0.01%
144,613
+78,407
3446
$6.01M ﹤0.01%
81,420
-19,589
3447
$6.01M ﹤0.01%
398,429
-16,629
3448
$6M ﹤0.01%
224,757
-38,372
3449
$5.99M ﹤0.01%
94,513
-3,207
3450
$5.98M ﹤0.01%
446,922
+29,747
136 137
138
139 140