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
4601
$1.69M ﹤0.01%
129,772
+19,200
4602
$1.69M ﹤0.01%
39,859
-3,028
4603
$1.69M ﹤0.01%
103,778
+99,122
4604
$1.68M ﹤0.01%
16,877
-2,099
4605
$1.68M ﹤0.01%
109,465
+1,422
4606
$1.68M ﹤0.01%
88,245
-40,902
4607
$1.68M ﹤0.01%
314,383
+147,054
4608
$1.68M ﹤0.01%
1,518
+863
4609
$1.68M ﹤0.01%
31,545
-597
4610
$1.68M ﹤0.01%
17,877
-9,777
4611
$1.68M ﹤0.01%
262,230
-105,623
4612
$1.67M ﹤0.01%
14,460
-8,615
4613
$1.67M ﹤0.01%
13,711
-1,456
4614
$1.67M ﹤0.01%
60,296
+16,824
4615
$1.67M ﹤0.01%
151,247
-96,598
4616
$1.67M ﹤0.01%
17,666
-37,434
4617
$1.67M ﹤0.01%
20,114
+18,023
4618
$1.67M ﹤0.01%
20,379
-410
4619
$1.66M ﹤0.01%
106,454
-8,504
4620
$1.66M ﹤0.01%
30,277
-6,432
4621
$1.65M ﹤0.01%
147,795
-5,945
4622
$1.65M ﹤0.01%
79,295
+164
4623
$1.65M ﹤0.01%
245,968
-2,118
4624
$1.64M ﹤0.01%
556,477
-509,304
4625
$1.64M ﹤0.01%
123,186
+2,112
183 184
185
186 187