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
3676
$4.92M ﹤0.01%
90,886
+42,001
3677
$4.91M ﹤0.01%
157,043
+33,909
3678
$4.9M ﹤0.01%
604,521
-287,973
3679
$4.89M ﹤0.01%
147,006
+6,904
3680
$4.89M ﹤0.01%
50,261
-20,174
3681
$4.89M ﹤0.01%
41,881
-18,406
3682
$4.89M ﹤0.01%
322,782
-207,166
3683
$4.88M ﹤0.01%
444,639
+176,099
3684
$4.88M ﹤0.01%
149,782
-56,922
3685
$4.87M ﹤0.01%
853,562
-31,637
3686
$4.87M ﹤0.01%
430,496
-111,077
3687
$4.87M ﹤0.01%
162,900
+60,501
3688
$4.86M ﹤0.01%
107,426
+4,818
3689
$4.86M ﹤0.01%
140,241
-13,904
3690
$4.85M ﹤0.01%
119,882
-33,589
3691
$4.85M ﹤0.01%
182,311
+16,924
3692
$4.85M ﹤0.01%
205,059
+13,672
3693
$4.85M ﹤0.01%
497,724
+9,434
3694
$4.84M ﹤0.01%
72,659
+2,130
3695
$4.84M ﹤0.01%
724,970
-150,783
3696
$4.84M ﹤0.01%
1,250,463
-40,783
3697
$4.84M ﹤0.01%
60,680
-55,646
3698
$4.84M ﹤0.01%
53,770
+34,713
3699
$4.84M ﹤0.01%
73,233
+554
3700
$4.84M ﹤0.01%
253,139
+204,243
146 147
148
149 150