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
4176
$2.95M ﹤0.01%
117,472
-50,173
4177
$2.94M ﹤0.01%
171,655
+1,189
4178
$2.93M ﹤0.01%
44,349
+3,208
4179
$2.93M ﹤0.01%
539,137
+43,537
4180
$2.92M ﹤0.01%
174,774
+94,555
4181
$2.92M ﹤0.01%
236,737
+42,602
4182
$2.92M ﹤0.01%
350,178
+43,210
4183
$2.92M ﹤0.01%
58,217
-34,724
4184
$2.92M ﹤0.01%
211,690
-158,750
4185
$2.91M ﹤0.01%
255,320
-128,614
4186
$2.9M ﹤0.01%
97,460
+86,570
4187
$2.9M ﹤0.01%
347,259
-75,114
4188
$2.89M ﹤0.01%
177,675
+2,461
4189
$2.88M ﹤0.01%
183,177
-11,338
4190
$2.88M ﹤0.01%
215,260
-25,580
4191
$2.87M ﹤0.01%
152,083
+4,800
4192
$2.87M ﹤0.01%
57,989
+45,519
4193
$2.86M ﹤0.01%
136,176
-38,799
4194
$2.86M ﹤0.01%
286,159
-52,736
4195
$2.86M ﹤0.01%
181,522
+13,930
4196
$2.86M ﹤0.01%
279,900
+193,201
4197
$2.86M ﹤0.01%
38,947
-3,125
4198
$2.86M ﹤0.01%
419,483
-46,004
4199
$2.85M ﹤0.01%
51,301
-2,310
4200
$2.84M ﹤0.01%
135,640
-36,733
166 167
168
169 170