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
3976
$3.68M ﹤0.01%
72,555
+43,718
3977
$3.68M ﹤0.01%
198,856
-44,661
3978
$3.67M ﹤0.01%
218,265
+36,717
3979
$3.67M ﹤0.01%
271,270
+12,689
3980
$3.66M ﹤0.01%
7,546
+92
3981
$3.66M ﹤0.01%
76,072
+71,331
3982
$3.66M ﹤0.01%
143,266
+91,198
3983
$3.66M ﹤0.01%
249,927
+127,900
3984
$3.65M ﹤0.01%
64,172
+47,822
3985
$3.64M ﹤0.01%
179,123
-30,493
3986
$3.64M ﹤0.01%
377,961
+32,634
3987
$3.63M ﹤0.01%
2,488,774
-7,679
3988
$3.62M ﹤0.01%
60,848
-32,121
3989
$3.62M ﹤0.01%
1,774,307
-183,044
3990
$3.62M ﹤0.01%
79,165
+484
3991
$3.61M ﹤0.01%
454,667
+13,872
3992
$3.61M ﹤0.01%
79,878
-12,853
3993
$3.61M ﹤0.01%
141,725
-52,765
3994
$3.6M ﹤0.01%
994,113
-19,190
3995
$3.6M ﹤0.01%
65,075
+2,264
3996
$3.59M ﹤0.01%
95,117
-21,458
3997
$3.59M ﹤0.01%
56,432
+9,948
3998
$3.59M ﹤0.01%
195,442
+6,546
3999
$3.58M ﹤0.01%
145,715
-83,811
4000
$3.58M ﹤0.01%
79,149
-3,947
158 159
160
161 162