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
3826
$4.36M ﹤0.01%
160,190
-88,417
3827
$4.36M ﹤0.01%
59,815
+2,147
3828
$4.35M ﹤0.01%
386,281
-32,390
3829
$4.35M ﹤0.01%
560,789
+169,986
3830
$4.34M ﹤0.01%
95,356
+3,894
3831
$4.34M ﹤0.01%
3,423
+2,484
3832
$4.34M ﹤0.01%
12,533
-12,667
3833
$4.34M ﹤0.01%
60,964
+11,397
3834
$4.32M ﹤0.01%
12,769
-5,317
3835
$4.32M ﹤0.01%
61,922
+3,046
3836
$4.32M ﹤0.01%
439,859
-150,761
3837
$4.32M ﹤0.01%
29,875
-1,675
3838
$4.31M ﹤0.01%
65,884
+18,372
3839
$4.3M ﹤0.01%
89,076
-6,201
3840
$4.3M ﹤0.01%
104,895
+37,797
3841
$4.28M ﹤0.01%
90,725
-11,933
3842
$4.26M ﹤0.01%
134,153
-16,393
3843
$4.26M ﹤0.01%
136,372
-1,488
3844
$4.25M ﹤0.01%
922,318
-471,843
3845
$4.25M ﹤0.01%
115,178
+8,621
3846
$4.25M ﹤0.01%
247,741
-213,794
3847
$4.24M ﹤0.01%
1,473,505
-1,186,868
3848
$4.24M ﹤0.01%
112,467
-87,892
3849
$4.23M ﹤0.01%
22,330
-862
3850
$4.23M ﹤0.01%
156,608
+65,256
152 153
154
155 156