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
3901
$3.98M ﹤0.01%
270,198
+11,153
3902
$3.98M ﹤0.01%
188,148
-100,119
3903
$3.98M ﹤0.01%
92,402
-367
3904
$3.98M ﹤0.01%
327,804
+31,882
3905
$3.97M ﹤0.01%
61,541
+22,969
3906
$3.97M ﹤0.01%
69,490
+2,004
3907
$3.96M ﹤0.01%
272,829
+29,494
3908
$3.96M ﹤0.01%
208,778
-99,942
3909
$3.95M ﹤0.01%
423,456
+162,781
3910
$3.95M ﹤0.01%
375,842
-5,156
3911
$3.94M ﹤0.01%
503,365
-33,866
3912
$3.93M ﹤0.01%
183,349
-29,864
3913
$3.92M ﹤0.01%
265,199
+7,024
3914
$3.92M ﹤0.01%
59,131
+32,515
3915
$3.92M ﹤0.01%
67,281
+49,026
3916
$3.92M ﹤0.01%
121,513
-28,467
3917
$3.91M ﹤0.01%
246,102
+1,174
3918
$3.91M ﹤0.01%
528,552
+80,582
3919
$3.9M ﹤0.01%
28,010
-77,535
3920
$3.9M ﹤0.01%
364,769
-155,629
3921
$3.89M ﹤0.01%
154,869
-18,179
3922
$3.89M ﹤0.01%
241,946
+28,601
3923
$3.88M ﹤0.01%
124,569
-11,787
3924
$3.87M ﹤0.01%
223,466
-127,460
3925
$3.86M ﹤0.01%
78,979
+45,411
155 156
157
158 159