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
4551
$1.83M ﹤0.01%
79,342
-5,558
4552
$1.82M ﹤0.01%
55,485
-87,030
4553
$1.82M ﹤0.01%
46,062
+2,892
4554
$1.82M ﹤0.01%
165,311
+2,411
4555
$1.82M ﹤0.01%
106,273
+13,129
4556
$1.82M ﹤0.01%
488,389
+153,728
4557
$1.81M ﹤0.01%
429,546
+1,437
4558
$1.81M ﹤0.01%
38,295
-746
4559
$1.8M ﹤0.01%
582,509
-26,664
4560
$1.8M ﹤0.01%
24,724
+2,453
4561
$1.79M ﹤0.01%
152,621
-5,386
4562
$1.79M ﹤0.01%
86,044
-61,763
4563
$1.79M ﹤0.01%
+102,269
4564
$1.79M ﹤0.01%
+16,250
4565
$1.78M ﹤0.01%
283,086
4566
$1.78M ﹤0.01%
+171,544
4567
$1.78M ﹤0.01%
99,240
+10,206
4568
$1.78M ﹤0.01%
253,528
-25,154
4569
$1.77M ﹤0.01%
233,375
+43,664
4570
$1.77M ﹤0.01%
197,442
+29,740
4571
$1.77M ﹤0.01%
23,890
-995
4572
$1.77M ﹤0.01%
210,830
+132,627
4573
$1.77M ﹤0.01%
22,603
-210
4574
$1.76M ﹤0.01%
135,644
+25,196
4575
$1.75M ﹤0.01%
87,904
+3,901
181 182
183
184 185