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
3651
$5.03M ﹤0.01%
199,562
-2,650
3652
$5.03M ﹤0.01%
367,484
+13,334
3653
$5.03M ﹤0.01%
225,208
-16,544
3654
$5.03M ﹤0.01%
352,331
-456,234
3655
$5.03M ﹤0.01%
317,234
+7,239
3656
$5.03M ﹤0.01%
743,369
-13,071
3657
$5.02M ﹤0.01%
122,524
+93,087
3658
$5.02M ﹤0.01%
732,859
-366,060
3659
$5.02M ﹤0.01%
60,561
-2,171
3660
$5.01M ﹤0.01%
93,894
-4,230
3661
$5.01M ﹤0.01%
861,136
+601,514
3662
$5.01M ﹤0.01%
824,168
+38,445
3663
$5M ﹤0.01%
8,993
-3,105
3664
$5M ﹤0.01%
99,556
-90,683
3665
$5M ﹤0.01%
449,633
+11,530
3666
$4.99M ﹤0.01%
449,200
-212,025
3667
$4.98M ﹤0.01%
330,049
+38,516
3668
$4.98M ﹤0.01%
387,680
+33,130
3669
$4.98M ﹤0.01%
56,762
+19,230
3670
$4.97M ﹤0.01%
321,928
-2,485
3671
$4.97M ﹤0.01%
44,847
-13,365
3672
$4.96M ﹤0.01%
91,211
-186,486
3673
$4.96M ﹤0.01%
763,982
+36,655
3674
$4.95M ﹤0.01%
126,294
-58,002
3675
$4.93M ﹤0.01%
1,454,846
-125,660
145 146
147
148 149