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
4576
$1.75M ﹤0.01%
584,005
-142,679
4577
$1.74M ﹤0.01%
51,652
-15,330
4578
$1.74M ﹤0.01%
33,234
-10,217
4579
$1.73M ﹤0.01%
334,971
-1,953,560
4580
$1.73M ﹤0.01%
470,651
-230,808
4581
$1.72M ﹤0.01%
114,117
+72,400
4582
$1.72M ﹤0.01%
68,437
-467
4583
$1.72M ﹤0.01%
292,129
-21,187
4584
$1.72M ﹤0.01%
6,303
-673
4585
$1.72M ﹤0.01%
122,805
+74,106
4586
$1.72M ﹤0.01%
123,151
+12,649
4587
$1.72M ﹤0.01%
76,896
+31,817
4588
$1.71M ﹤0.01%
213,384
-161,313
4589
$1.71M ﹤0.01%
100,665
-2,808
4590
$1.71M ﹤0.01%
367,688
+64,063
4591
$1.71M ﹤0.01%
35,438
-2,371
4592
$1.71M ﹤0.01%
120,842
-232,999
4593
$1.71M ﹤0.01%
44,484
-84,272
4594
$1.7M ﹤0.01%
38,526
+9,525
4595
$1.7M ﹤0.01%
8,410
+7,249
4596
$1.7M ﹤0.01%
90,868
+29,046
4597
$1.7M ﹤0.01%
69,686
+41,242
4598
$1.69M ﹤0.01%
125,301
+173
4599
$1.69M ﹤0.01%
184,868
+169,369
4600
$1.69M ﹤0.01%
+54,440
182 183
184
185 186