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
4501
$1.98M ﹤0.01%
111,900
-99,730
4502
$1.98M ﹤0.01%
283,315
-18,856
4503
$1.97M ﹤0.01%
65,556
-91,709
4504
$1.97M ﹤0.01%
169,485
-17,510
4505
$1.97M ﹤0.01%
116,520
+16,233
4506
$1.97M ﹤0.01%
281,450
+12,572
4507
$1.97M ﹤0.01%
20,974
-8,509
4508
$1.96M ﹤0.01%
96,317
+22,381
4509
$1.96M ﹤0.01%
235,013
-5,428
4510
$1.95M ﹤0.01%
5,137
+12
4511
$1.95M ﹤0.01%
71,946
-89,729
4512
$1.94M ﹤0.01%
40,621
-40
4513
$1.93M ﹤0.01%
161,956
+160,041
4514
$1.93M ﹤0.01%
39,096
-6,396
4515
$1.93M ﹤0.01%
+50,000
4516
$1.92M ﹤0.01%
206,232
-45,350
4517
$1.91M ﹤0.01%
289,501
+70,376
4518
$1.91M ﹤0.01%
132,686
-9,926
4519
$1.9M ﹤0.01%
70,457
-5,650
4520
$1.9M ﹤0.01%
32,625
-27,058
4521
$1.9M ﹤0.01%
235,211
+70,111
4522
$1.9M ﹤0.01%
1,758
-518
4523
$1.9M ﹤0.01%
97,814
-41,983
4524
$1.89M ﹤0.01%
105,368
+83,159
4525
$1.88M ﹤0.01%
48,657
+4,664
179 180
181
182 183