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
4226
$2.75M ﹤0.01%
71,753
+13,216
4227
$2.75M ﹤0.01%
99,983
-426,435
4228
$2.75M ﹤0.01%
110,576
+42,951
4229
$2.74M ﹤0.01%
+201,909
4230
$2.73M ﹤0.01%
27,124
+5,159
4231
$2.73M ﹤0.01%
120,775
+27,500
4232
$2.73M ﹤0.01%
117,682
-3,745
4233
$2.73M ﹤0.01%
278,281
-9,355
4234
$2.73M ﹤0.01%
112,609
+83,327
4235
$2.73M ﹤0.01%
181,131
+33,674
4236
$2.73M ﹤0.01%
141,753
-31,883
4237
$2.72M ﹤0.01%
88,993
+2,589
4238
$2.71M ﹤0.01%
77,697
-11,764
4239
$2.71M ﹤0.01%
60,725
-57,688
4240
$2.71M ﹤0.01%
105,699
-4,192
4241
$2.71M ﹤0.01%
106,868
+68,907
4242
$2.7M ﹤0.01%
203,607
+28,268
4243
$2.7M ﹤0.01%
55,146
-36,119
4244
$2.69M ﹤0.01%
92,406
-6,566
4245
$2.69M ﹤0.01%
65,511
+10,324
4246
$2.69M ﹤0.01%
234,972
+37,842
4247
$2.69M ﹤0.01%
40,403
-13,479
4248
$2.68M ﹤0.01%
205,466
-241,140
4249
$2.68M ﹤0.01%
29,961
-9,724
4250
$2.68M ﹤0.01%
50
168 169
170
171 172