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
3876
$4.11M ﹤0.01%
896,228
+138,393
3877
$4.1M ﹤0.01%
208,089
+8,382
3878
$4.1M ﹤0.01%
1,123,865
-259,666
3879
$4.1M ﹤0.01%
625,130
-3,431
3880
$4.1M ﹤0.01%
218,400
-68,586
3881
$4.09M ﹤0.01%
296,514
+16,430
3882
$4.09M ﹤0.01%
96,832
-1,109
3883
$4.09M ﹤0.01%
211,833
+129,229
3884
$4.08M ﹤0.01%
1,286,983
+1,240,403
3885
$4.08M ﹤0.01%
19,966
-4,526
3886
$4.07M ﹤0.01%
39,432
+319
3887
$4.05M ﹤0.01%
89,724
-35,646
3888
$4.05M ﹤0.01%
267,343
+213
3889
$4.05M ﹤0.01%
376,865
+4,755
3890
$4.04M ﹤0.01%
1,105,310
+83,582
3891
$4.03M ﹤0.01%
137,480
-10,989
3892
$4.03M ﹤0.01%
83,263
-56,280
3893
$4.01M ﹤0.01%
123,166
+92,822
3894
$4.01M ﹤0.01%
254,060
-12,363
3895
$4.01M ﹤0.01%
156,042
-8,268
3896
$4.01M ﹤0.01%
175,210
-48,217
3897
$4.01M ﹤0.01%
+114,094
3898
$4M ﹤0.01%
1,024,367
-239,467
3899
$4M ﹤0.01%
61,688
-5,855
3900
$4M ﹤0.01%
41,725
+1,328
154 155
156
157 158