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
4476
$2.02M ﹤0.01%
192,865
+116,372
4477
$2.02M ﹤0.01%
351,485
+325,506
4478
$2.02M ﹤0.01%
494,916
-1,629,885
4479
$2.02M ﹤0.01%
59,552
+841
4480
$2.02M ﹤0.01%
185,852
-283
4481
$2.02M ﹤0.01%
16,167
+5
4482
$2.01M ﹤0.01%
73,548
+44,996
4483
$2.01M ﹤0.01%
30,010
-7,377
4484
$2.01M ﹤0.01%
80,952
+4,675
4485
$2.01M ﹤0.01%
1,367,017
4486
$2.01M ﹤0.01%
138,139
-2,791,394
4487
$2.01M ﹤0.01%
93,764
-68,046
4488
$2.01M ﹤0.01%
342,950
+80,378
4489
$2.01M ﹤0.01%
30,964
-1,551
4490
$2M ﹤0.01%
24,324
4491
$2M ﹤0.01%
124,761
+5,559
4492
$2M ﹤0.01%
246,362
+10,239
4493
$2M ﹤0.01%
8,630
+6,717
4494
$2M ﹤0.01%
77,153
+14,635
4495
$2M ﹤0.01%
1,288,339
+147,277
4496
$2M ﹤0.01%
260,247
-469,970
4497
$2M ﹤0.01%
127,227
+7,972
4498
$1.99M ﹤0.01%
147,542
+3,680
4499
$1.98M ﹤0.01%
142,789
-19,447
4500
$1.98M ﹤0.01%
47,271
+14,554
178 179
180
181 182