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
4101
$3.16M ﹤0.01%
255,036
-75,265
4102
$3.16M ﹤0.01%
145,564
+49,745
4103
$3.15M ﹤0.01%
103,784
+34,120
4104
$3.15M ﹤0.01%
124,523
+3,768
4105
$3.15M ﹤0.01%
198,645
-3,674
4106
$3.15M ﹤0.01%
202,791
-266
4107
$3.14M ﹤0.01%
53,721
-146,945
4108
$3.14M ﹤0.01%
34,253
-1,322
4109
$3.13M ﹤0.01%
4,762
+2,012
4110
$3.12M ﹤0.01%
21,522
+888
4111
$3.12M ﹤0.01%
245,859
+3,383
4112
$3.12M ﹤0.01%
164,519
+11,779
4113
$3.11M ﹤0.01%
441,156
-126,981
4114
$3.1M ﹤0.01%
103,420
+20,432
4115
$3.1M ﹤0.01%
814,585
-88,591
4116
$3.1M ﹤0.01%
268,233
+43,709
4117
$3.09M ﹤0.01%
88,834
-11,220
4118
$3.09M ﹤0.01%
318,448
+54,908
4119
$3.09M ﹤0.01%
46,374
-3,477
4120
$3.09M ﹤0.01%
209,770
+28,801
4121
$3.08M ﹤0.01%
64,024
+22,219
4122
$3.08M ﹤0.01%
257,605
+25,325
4123
$3.08M ﹤0.01%
328,359
+3,401
4124
$3.07M ﹤0.01%
46,630
+46,510
4125
$3.07M ﹤0.01%
500,147
+460,047
163 164
165
166 167