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
4376
$2.29M ﹤0.01%
87,352
-45,376
4377
$2.29M ﹤0.01%
77,065
-19,565
4378
$2.28M ﹤0.01%
317,800
-186,156
4379
$2.28M ﹤0.01%
36,403
+3,362
4380
$2.28M ﹤0.01%
622,860
-30,580
4381
$2.27M ﹤0.01%
61,365
+7,469
4382
$2.27M ﹤0.01%
361,668
-452,542
4383
$2.27M ﹤0.01%
51,534
+335
4384
$2.27M ﹤0.01%
23,829
-366
4385
$2.25M ﹤0.01%
145,015
+3,855
4386
$2.25M ﹤0.01%
166,903
-4,797
4387
$2.25M ﹤0.01%
462,750
+7,250
4388
$2.24M ﹤0.01%
367,295
-118,112
4389
$2.24M ﹤0.01%
192,977
+24,450
4390
$2.24M ﹤0.01%
63,084
-41,736
4391
$2.24M ﹤0.01%
279,526
+5,822
4392
$2.23M ﹤0.01%
259,847
+35,445
4393
$2.23M ﹤0.01%
124,723
+1,861
4394
$2.22M ﹤0.01%
218,838
+56,305
4395
$2.21M ﹤0.01%
106,841
+102,963
4396
$2.21M ﹤0.01%
45,122
+9,728
4397
$2.21M ﹤0.01%
20,883
-138,648
4398
$2.2M ﹤0.01%
182,627
+7,647
4399
$2.2M ﹤0.01%
191,525
+17,631
4400
$2.2M ﹤0.01%
26,393
+12,669
174 175
176
177 178