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
4126
$3.07M ﹤0.01%
193,813
+11,819
4127
$3.07M ﹤0.01%
202,059
+13,069
4128
$3.06M ﹤0.01%
143,224
-175,247
4129
$3.05M ﹤0.01%
71,172
+1,113
4130
$3.05M ﹤0.01%
80,823
+15,224
4131
$3.05M ﹤0.01%
138,586
-212,961
4132
$3.05M ﹤0.01%
53,823
-39,787
4133
$3.04M ﹤0.01%
303,911
+20,157
4134
$3.04M ﹤0.01%
197,024
+6,155
4135
$3.04M ﹤0.01%
2,285,075
+423,256
4136
$3.04M ﹤0.01%
115,035
+7,956
4137
$3.04M ﹤0.01%
65,114
+8,513
4138
$3.04M ﹤0.01%
326,220
-159,726
4139
$3.04M ﹤0.01%
132,910
+58,898
4140
$3.04M ﹤0.01%
146,278
+4,014
4141
$3.03M ﹤0.01%
78,133
-47,629
4142
$3.03M ﹤0.01%
122,837
+20,654
4143
$3.02M ﹤0.01%
246,800
-12,692
4144
$3.02M ﹤0.01%
36,928
-5,570
4145
$3.02M ﹤0.01%
126,508
-320,516
4146
$3.02M ﹤0.01%
600,344
-26,753
4147
$3.02M ﹤0.01%
100,965
+4,235
4148
$3.02M ﹤0.01%
161,027
-20,484
4149
$3.01M ﹤0.01%
186,587
+168,763
4150
$3.01M ﹤0.01%
69,603
-7,745
164 165
166
167 168