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
3476
$5.83M ﹤0.01%
442,197
+13,568
3477
$5.82M ﹤0.01%
322,488
+47,294
3478
$5.82M ﹤0.01%
1,907,735
+1,380,550
3479
$5.81M ﹤0.01%
137,332
-339,864
3480
$5.81M ﹤0.01%
751,669
-504,831
3481
$5.8M ﹤0.01%
170,325
-33,788
3482
$5.8M ﹤0.01%
461,501
-13,169
3483
$5.77M ﹤0.01%
388,137
-41,430
3484
$5.77M ﹤0.01%
163,333
-8,768
3485
$5.76M ﹤0.01%
308,532
-6,674
3486
$5.76M ﹤0.01%
59,582
+16,574
3487
$5.76M ﹤0.01%
330,460
+110,487
3488
$5.75M ﹤0.01%
3,855,265
-7,500,323
3489
$5.75M ﹤0.01%
212,817
-33
3490
$5.72M ﹤0.01%
284,707
-182,355
3491
$5.72M ﹤0.01%
1,314,396
-284,760
3492
$5.71M ﹤0.01%
456,288
+48,631
3493
$5.71M ﹤0.01%
839,810
-8,067
3494
$5.71M ﹤0.01%
296,770
-262,571
3495
$5.71M ﹤0.01%
478,138
-124,463
3496
$5.71M ﹤0.01%
113,845
+23,388
3497
$5.71M ﹤0.01%
178,956
-63,970
3498
$5.7M ﹤0.01%
275,139
-126,186
3499
$5.7M ﹤0.01%
150,212
+74,084
3500
$5.7M ﹤0.01%
97,585
-17,862
138 139
140
141 142