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
3726
$4.74M ﹤0.01%
34,072
+2,679
3727
$4.73M ﹤0.01%
248,487
-825,134
3728
$4.71M ﹤0.01%
231,380
+44,600
3729
$4.71M ﹤0.01%
223,222
-13,815
3730
$4.71M ﹤0.01%
272,854
+31,090
3731
$4.7M ﹤0.01%
188,398
-59,129
3732
$4.7M ﹤0.01%
54,226
+2,654
3733
$4.69M ﹤0.01%
1,347,921
-738,252
3734
$4.68M ﹤0.01%
49,341
+13,686
3735
$4.68M ﹤0.01%
128,964
+43,680
3736
$4.68M ﹤0.01%
3,097,012
-54,413
3737
$4.67M ﹤0.01%
133,813
-135,645
3738
$4.66M ﹤0.01%
452,271
+18,714
3739
$4.66M ﹤0.01%
847,144
-2,946,540
3740
$4.66M ﹤0.01%
149,448
-86,896
3741
$4.65M ﹤0.01%
346,414
-225,647
3742
$4.65M ﹤0.01%
70,398
+2,004
3743
$4.64M ﹤0.01%
69,822
+22,343
3744
$4.64M ﹤0.01%
133,946
-5,335
3745
$4.63M ﹤0.01%
76,970
-27,958
3746
$4.63M ﹤0.01%
92,644
+15,671
3747
$4.62M ﹤0.01%
586,801
+330,884
3748
$4.62M ﹤0.01%
700,791
-76,338
3749
$4.62M ﹤0.01%
198,862
-48,830
3750
$4.62M ﹤0.01%
2,388,007
-150,589
148 149
150
151 152