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
4001
$3.58M ﹤0.01%
100,501
+62,393
4002
$3.57M ﹤0.01%
67,165
+3,692
4003
$3.56M ﹤0.01%
197,734
-172,007
4004
$3.54M ﹤0.01%
39,637
-21,883
4005
$3.54M ﹤0.01%
73,505
-14,916
4006
$3.53M ﹤0.01%
154,729
-31,895
4007
$3.52M ﹤0.01%
13,776
-4,564
4008
$3.52M ﹤0.01%
137,203
-88,822
4009
$3.5M ﹤0.01%
210,642
+3,305
4010
$3.5M ﹤0.01%
164,667
-17,264
4011
$3.49M ﹤0.01%
58,071
-1,766
4012
$3.49M ﹤0.01%
32,148
+2,476
4013
$3.49M ﹤0.01%
97,684
-1,327
4014
$3.49M ﹤0.01%
208,454
+32,200
4015
$3.48M ﹤0.01%
443,855
-1,020,714
4016
$3.48M ﹤0.01%
140,616
+9,173
4017
$3.47M ﹤0.01%
125,907
+454
4018
$3.47M ﹤0.01%
124,395
-16,538
4019
$3.46M ﹤0.01%
68,649
+9,425
4020
$3.45M ﹤0.01%
508,964
-438,510
4021
$3.44M ﹤0.01%
49,534
-89,412
4022
$3.44M ﹤0.01%
79,679
-7,701
4023
$3.44M ﹤0.01%
138,084
+9,834
4024
$3.44M ﹤0.01%
140,404
-746
4025
$3.43M ﹤0.01%
143,746
-82,927
159 160
161
162 163