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
3501
$5.68M ﹤0.01%
2,972
-4,686
3502
$5.68M ﹤0.01%
710,807
+213,116
3503
$5.67M ﹤0.01%
491,922
+266,325
3504
$5.67M ﹤0.01%
173,609
-15,979
3505
$5.67M ﹤0.01%
435,882
-70,400
3506
$5.66M ﹤0.01%
647,120
-77,536
3507
$5.66M ﹤0.01%
264,098
-102,591
3508
$5.64M ﹤0.01%
242,896
+51,517
3509
$5.64M ﹤0.01%
211,245
-32,377
3510
$5.63M ﹤0.01%
72,254
-31,808
3511
$5.63M ﹤0.01%
71,184
-28,238
3512
$5.63M ﹤0.01%
22,741
-30,124
3513
$5.63M ﹤0.01%
349,134
-6,398
3514
$5.63M ﹤0.01%
353,174
+23,051
3515
$5.62M ﹤0.01%
606,593
+141,439
3516
$5.61M ﹤0.01%
168,046
-7,202
3517
$5.61M ﹤0.01%
119,660
+28,589
3518
$5.61M ﹤0.01%
146,422
-11,444
3519
$5.6M ﹤0.01%
146,674
+486
3520
$5.59M ﹤0.01%
241,803
+17,752
3521
$5.59M ﹤0.01%
56,240
-358,588
3522
$5.59M ﹤0.01%
242,503
-135,581
3523
$5.59M ﹤0.01%
183,100
-537,106
3524
$5.57M ﹤0.01%
71,523
+1,431
3525
$5.57M ﹤0.01%
161,744
-74,386
139 140
141
142 143