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
3551
$5.45M ﹤0.01%
591,205
+556,091
3552
$5.44M ﹤0.01%
451,824
+65,309
3553
$5.44M ﹤0.01%
438,414
-24,712
3554
$5.44M ﹤0.01%
258,376
+100,852
3555
$5.44M ﹤0.01%
68,168
-25,509
3556
$5.44M ﹤0.01%
72,710
-66,758
3557
$5.43M ﹤0.01%
38,912
-3,867
3558
$5.42M ﹤0.01%
213,905
+10,478
3559
$5.4M ﹤0.01%
2,277,800
-5,042,132
3560
$5.4M ﹤0.01%
707,399
-676,755
3561
$5.39M ﹤0.01%
182,970
+11,837
3562
$5.39M ﹤0.01%
189,663
-195,116
3563
$5.39M ﹤0.01%
120,626
-98,101
3564
$5.38M ﹤0.01%
+257,992
3565
$5.38M ﹤0.01%
268,598
+35,476
3566
$5.38M ﹤0.01%
168,140
-545
3567
$5.38M ﹤0.01%
308,184
+276,017
3568
$5.36M ﹤0.01%
191,201
-219,740
3569
$5.35M ﹤0.01%
+658,385
3570
$5.35M ﹤0.01%
36,999
-13,678
3571
$5.34M ﹤0.01%
59,266
-27,177
3572
$5.34M ﹤0.01%
+203,722
3573
$5.33M ﹤0.01%
121,838
-26,081
3574
$5.33M ﹤0.01%
208,817
-29,149
3575
$5.32M ﹤0.01%
124,166
-19,601
141 142
143
144 145