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
3451
$5.98M ﹤0.01%
133,939
+16,253
3452
$5.96M ﹤0.01%
141,803
+40,772
3453
$5.96M ﹤0.01%
331,474
-36,718
3454
$5.96M ﹤0.01%
252,689
+58,987
3455
$5.95M ﹤0.01%
776,462
+34,785
3456
$5.94M ﹤0.01%
271,039
+17,175
3457
$5.94M ﹤0.01%
579,969
-152,447
3458
$5.94M ﹤0.01%
23,680
-1,751
3459
$5.93M ﹤0.01%
134,400
-1,894
3460
$5.92M ﹤0.01%
120,220
+25,352
3461
$5.92M ﹤0.01%
180,246
+33,999
3462
$5.91M ﹤0.01%
147,047
+3,339
3463
$5.9M ﹤0.01%
146,601
+59,107
3464
$5.9M ﹤0.01%
65,663
-730
3465
$5.9M ﹤0.01%
547,683
-613,313
3466
$5.89M ﹤0.01%
443,465
+77,686
3467
$5.89M ﹤0.01%
193,564
+10,544
3468
$5.88M ﹤0.01%
482,785
-59,404
3469
$5.88M ﹤0.01%
42,358
-11,311
3470
$5.87M ﹤0.01%
33,168
-43,459
3471
$5.86M ﹤0.01%
186,140
+19,358
3472
$5.86M ﹤0.01%
86,364
+18,375
3473
$5.86M ﹤0.01%
139,178
-17,396
3474
$5.84M ﹤0.01%
177,296
-52,045
3475
$5.84M ﹤0.01%
170,111
+43,374
137 138
139
140 141