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
4276
$2.6M ﹤0.01%
83,113
-31,813
4277
$2.6M ﹤0.01%
103,760
+48,060
4278
$2.6M ﹤0.01%
147,264
-30,890
4279
$2.6M ﹤0.01%
75,992
-32,796
4280
$2.6M ﹤0.01%
78,617
-27,906
4281
$2.59M ﹤0.01%
49,990
-36,852
4282
$2.59M ﹤0.01%
179,780
+173,669
4283
$2.59M ﹤0.01%
24,416
-25,223
4284
$2.59M ﹤0.01%
183,452
+8,354
4285
$2.59M ﹤0.01%
14,128
+866
4286
$2.58M ﹤0.01%
141,889
-6,770
4287
$2.58M ﹤0.01%
324,759
+1,563
4288
$2.57M ﹤0.01%
113,086
+39,250
4289
$2.57M ﹤0.01%
86,004
-1,305
4290
$2.56M ﹤0.01%
118,147
-2,674
4291
$2.56M ﹤0.01%
172,676
-402,135
4292
$2.56M ﹤0.01%
476,114
+160,397
4293
$2.55M ﹤0.01%
151,245
+117,550
4294
$2.55M ﹤0.01%
153,078
+11,479
4295
$2.54M ﹤0.01%
386,224
-117,032
4296
$2.54M ﹤0.01%
76,091
+24,426
4297
$2.54M ﹤0.01%
161,185
+22,260
4298
$2.53M ﹤0.01%
171,367
+118,416
4299
$2.53M ﹤0.01%
117,777
-53,512
4300
$2.52M ﹤0.01%
104,959
-15,508
170 171
172
173 174