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
3776
$4.51M ﹤0.01%
91,832
-6,378
3777
$4.51M ﹤0.01%
269,003
-565,883
3778
$4.5M ﹤0.01%
308,306
-126,904
3779
$4.5M ﹤0.01%
361,685
+6,355
3780
$4.5M ﹤0.01%
210,066
+34,368
3781
$4.5M ﹤0.01%
229,286
-8,983
3782
$4.5M ﹤0.01%
329,912
-76,594
3783
$4.5M ﹤0.01%
950,698
-48,995
3784
$4.49M ﹤0.01%
343,505
-45,161
3785
$4.49M ﹤0.01%
343,226
-60,634
3786
$4.48M ﹤0.01%
238,705
+85,458
3787
$4.48M ﹤0.01%
112,702
-20,435
3788
$4.48M ﹤0.01%
249,387
-22,286
3789
$4.47M ﹤0.01%
61,827
+50,832
3790
$4.47M ﹤0.01%
87,341
-408,184
3791
$4.47M ﹤0.01%
376,006
+44,053
3792
$4.46M ﹤0.01%
66,628
-3,324
3793
$4.45M ﹤0.01%
518,487
+49,134
3794
$4.45M ﹤0.01%
409,571
+391,866
3795
$4.44M ﹤0.01%
529,198
+200,877
3796
$4.44M ﹤0.01%
110,917
+77,019
3797
$4.44M ﹤0.01%
142,726
+28,338
3798
$4.44M ﹤0.01%
103,182
-4,978
3799
$4.44M ﹤0.01%
190,446
-769,735
3800
$4.44M ﹤0.01%
76,833
+51,121
150 151
152
153 154