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
3801
$4.43M ﹤0.01%
62,180
+17,240
3802
$4.42M ﹤0.01%
459,164
-118,904
3803
$4.42M ﹤0.01%
105,974
-433,092
3804
$4.41M ﹤0.01%
51,761
-26,470
3805
$4.41M ﹤0.01%
754,322
-233,332
3806
$4.41M ﹤0.01%
241,753
+230,494
3807
$4.41M ﹤0.01%
201,294
-15,364
3808
$4.41M ﹤0.01%
109,303
-2,291
3809
$4.4M ﹤0.01%
201,003
-37,460
3810
$4.4M ﹤0.01%
531,635
-71,779
3811
$4.39M ﹤0.01%
673,745
+508,702
3812
$4.39M ﹤0.01%
321,142
+51,586
3813
$4.39M ﹤0.01%
74,533
+3,113
3814
$4.39M ﹤0.01%
407,710
+1,007
3815
$4.38M ﹤0.01%
294,930
-83,828
3816
$4.38M ﹤0.01%
70,996
-91,617
3817
$4.38M ﹤0.01%
339,983
-438
3818
$4.38M ﹤0.01%
289,176
-222
3819
$4.38M ﹤0.01%
126,142
-105,983
3820
$4.37M ﹤0.01%
134,805
-43,665
3821
$4.37M ﹤0.01%
104,888
-80,538
3822
$4.37M ﹤0.01%
89,599
+84,251
3823
$4.36M ﹤0.01%
170,980
-18,758
3824
$4.36M ﹤0.01%
219,489
-130,421
3825
$4.36M ﹤0.01%
23,184
-29,081
151 152
153
154 155