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
4426
$2.14M ﹤0.01%
236,170
+15,465
4427
$2.13M ﹤0.01%
70,564
+1,789
4428
$2.13M ﹤0.01%
94,958
-145,098
4429
$2.13M ﹤0.01%
75,981
+3,921
4430
$2.13M ﹤0.01%
38
+35
4431
$2.13M ﹤0.01%
85,928
+41,867
4432
$2.12M ﹤0.01%
84,307
-37,327
4433
$2.12M ﹤0.01%
90,061
+32,056
4434
$2.11M ﹤0.01%
72,683
-312,284
4435
$2.11M ﹤0.01%
28,757
-6,997
4436
$2.11M ﹤0.01%
281,722
-144,842
4437
$2.11M ﹤0.01%
162,081
+32,849
4438
$2.11M ﹤0.01%
54,105
-14,339
4439
$2.1M ﹤0.01%
152,838
-129,439
4440
$2.1M ﹤0.01%
101,030
+40,159
4441
$2.09M ﹤0.01%
+93,901
4442
$2.09M ﹤0.01%
126,459
-50,199
4443
$2.09M ﹤0.01%
24,432
-16,165
4444
$2.09M ﹤0.01%
220,572
-189,959
4445
$2.09M ﹤0.01%
92,086
-128,329
4446
$2.09M ﹤0.01%
700,000
4447
$2.08M ﹤0.01%
164,858
-87,666
4448
$2.08M ﹤0.01%
681,427
-404,774
4449
$2.08M ﹤0.01%
97,813
+71,615
4450
$2.08M ﹤0.01%
45,083
+4,137
176 177
178
179 180