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
4726
$1.39M ﹤0.01%
277,946
+60,409
4727
$1.39M ﹤0.01%
41,347
+2,665
4728
$1.39M ﹤0.01%
19,320
-492
4729
$1.38M ﹤0.01%
9,694
-352
4730
$1.38M ﹤0.01%
+11,593
4731
$1.37M ﹤0.01%
109,045
+6,940
4732
$1.37M ﹤0.01%
202,684
-81,618
4733
$1.37M ﹤0.01%
26,502
+10,245
4734
$1.37M ﹤0.01%
27,586
-13,873
4735
$1.37M ﹤0.01%
55,123
-611
4736
$1.37M ﹤0.01%
45,712
+29,568
4737
$1.37M ﹤0.01%
190,599
-20,172
4738
$1.36M ﹤0.01%
109,729
+8,980
4739
$1.36M ﹤0.01%
213,017
+49,006
4740
$1.36M ﹤0.01%
94,678
+19,091
4741
$1.36M ﹤0.01%
148,599
+40,973
4742
$1.36M ﹤0.01%
2,358
+343
4743
$1.36M ﹤0.01%
102,000
-126,224
4744
$1.35M ﹤0.01%
28,425
+23,485
4745
$1.35M ﹤0.01%
+108,941
4746
$1.35M ﹤0.01%
108,624
-46,550
4747
$1.35M ﹤0.01%
73,238
-109,087
4748
$1.34M ﹤0.01%
52,548
-1,701
4749
$1.34M ﹤0.01%
42,712
+3,020
4750
$1.34M ﹤0.01%
30,222
-12,306
188 189
190
191 192