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
4251
$2.68M ﹤0.01%
150,450
+147,800
4252
$2.67M ﹤0.01%
173,055
-7,399
4253
$2.67M ﹤0.01%
517,186
-267,800
4254
$2.67M ﹤0.01%
83,238
-548
4255
$2.67M ﹤0.01%
290,380
+226,816
4256
$2.67M ﹤0.01%
127,209
+12,229
4257
$2.67M ﹤0.01%
68,768
-7,776
4258
$2.66M ﹤0.01%
37,932
+2,416
4259
$2.65M ﹤0.01%
15,180
-6,523
4260
$2.65M ﹤0.01%
425,067
+12,450
4261
$2.65M ﹤0.01%
54,965
+144
4262
$2.64M ﹤0.01%
239,023
+6,174
4263
$2.64M ﹤0.01%
446,114
+29,039
4264
$2.64M ﹤0.01%
144,880
-141,164
4265
$2.64M ﹤0.01%
120,005
+37,339
4266
$2.64M ﹤0.01%
331,740
+65,805
4267
$2.63M ﹤0.01%
41,847
-166,261
4268
$2.63M ﹤0.01%
134,197
-12,952
4269
$2.63M ﹤0.01%
113,625
+5,183
4270
$2.62M ﹤0.01%
209,665
+15,418
4271
$2.61M ﹤0.01%
86,162
+68,691
4272
$2.61M ﹤0.01%
164,645
+9,302
4273
$2.61M ﹤0.01%
63,587
+3,079
4274
$2.61M ﹤0.01%
81,871
+5,217
4275
$2.6M ﹤0.01%
344,038
-72,053
169 170
171
172 173