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
4526
$1.88M ﹤0.01%
193,053
+827
4527
$1.88M ﹤0.01%
42,115
+9,434
4528
$1.88M ﹤0.01%
379,300
+223,916
4529
$1.88M ﹤0.01%
122,216
+3,074
4530
$1.87M ﹤0.01%
722,975
-28,318
4531
$1.87M ﹤0.01%
606,049
+5,327
4532
$1.86M ﹤0.01%
116,020
+49,163
4533
$1.86M ﹤0.01%
79,055
-192,111
4534
$1.86M ﹤0.01%
64,341
-44,496
4535
$1.86M ﹤0.01%
68,923
-96,406
4536
$1.85M ﹤0.01%
157,046
+72,215
4537
$1.85M ﹤0.01%
92,372
-11,123
4538
$1.85M ﹤0.01%
49,343
+10,520
4539
$1.85M ﹤0.01%
214,040
+5,503
4540
$1.85M ﹤0.01%
55,006
+818
4541
$1.85M ﹤0.01%
14,965
-2,924
4542
$1.84M ﹤0.01%
1,150
-349
4543
$1.84M ﹤0.01%
66,062
+4,047
4544
$1.84M ﹤0.01%
1,041
-352
4545
$1.83M ﹤0.01%
71,538
-1,933
4546
$1.83M ﹤0.01%
157,720
+34,476
4547
$1.83M ﹤0.01%
129,930
+2,436
4548
$1.83M ﹤0.01%
209,650
-23,456
4549
$1.83M ﹤0.01%
48,305
-9,651
4550
$1.83M ﹤0.01%
17,502
+13,396
180 181
182
183 184