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
3701
$4.84M ﹤0.01%
61,682
+4,227
3702
$4.83M ﹤0.01%
188,077
+97,925
3703
$4.83M ﹤0.01%
548,862
-8,254
3704
$4.83M ﹤0.01%
193,346
-179,549
3705
$4.82M ﹤0.01%
48,731
-29,686
3706
$4.82M ﹤0.01%
77,811
+3,477
3707
$4.82M ﹤0.01%
23,844
-1,230
3708
$4.81M ﹤0.01%
239,830
+74,782
3709
$4.81M ﹤0.01%
223
-15
3710
$4.81M ﹤0.01%
90,636
+17,198
3711
$4.81M ﹤0.01%
33,008
+2,832
3712
$4.8M ﹤0.01%
210,025
-8,196
3713
$4.8M ﹤0.01%
93,498
+24,866
3714
$4.8M ﹤0.01%
227,458
-43,416
3715
$4.79M ﹤0.01%
461,830
+200,643
3716
$4.79M ﹤0.01%
315,112
+26,874
3717
$4.78M ﹤0.01%
315,329
+5,111
3718
$4.78M ﹤0.01%
155,849
-3,279
3719
$4.78M ﹤0.01%
102,187
+45,881
3720
$4.78M ﹤0.01%
147,736
-21,716
3721
$4.78M ﹤0.01%
63,686
-2,503
3722
$4.76M ﹤0.01%
124,832
+33,178
3723
$4.75M ﹤0.01%
94,578
+15,304
3724
$4.75M ﹤0.01%
270,574
+5,253
3725
$4.75M ﹤0.01%
449,945
+19,350
147 148
149
150 151