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
3751
$4.62M ﹤0.01%
68,936
+17,183
3752
$4.62M ﹤0.01%
1,035,596
-548,067
3753
$4.62M ﹤0.01%
113,282
+7,823
3754
$4.62M ﹤0.01%
19,660
-25,004
3755
$4.62M ﹤0.01%
924,968
-297,887
3756
$4.61M ﹤0.01%
368,875
-4,460
3757
$4.61M ﹤0.01%
387,026
+85,758
3758
$4.6M ﹤0.01%
640,083
+51,013
3759
$4.6M ﹤0.01%
62,154
-9,497
3760
$4.59M ﹤0.01%
691,896
-304,990
3761
$4.59M ﹤0.01%
109,497
+70,015
3762
$4.59M ﹤0.01%
64,117
-1,231
3763
$4.58M ﹤0.01%
145,201
-636,043
3764
$4.58M ﹤0.01%
309,500
+28,080
3765
$4.57M ﹤0.01%
261,627
-36,028
3766
$4.56M ﹤0.01%
746,629
-91,069
3767
$4.56M ﹤0.01%
765,188
+27,460
3768
$4.55M ﹤0.01%
174,773
-62,843
3769
$4.55M ﹤0.01%
109,895
+8,760
3770
$4.54M ﹤0.01%
+267,944
3771
$4.54M ﹤0.01%
153,110
-4,679
3772
$4.53M ﹤0.01%
91,652
-49,207
3773
$4.53M ﹤0.01%
289,652
+9,399
3774
$4.51M ﹤0.01%
122,537
-57,103
3775
$4.51M ﹤0.01%
82,668
+45,371
149 150
151
152 153