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
4751
$1.34M ﹤0.01%
41,757
+5,886
4752
$1.34M ﹤0.01%
137,302
+8,877
4753
$1.33M ﹤0.01%
17,651
-3,175
4754
$1.33M ﹤0.01%
84,444
-729
4755
$1.33M ﹤0.01%
137,995
+19,900
4756
$1.33M ﹤0.01%
274,010
-586,712
4757
$1.33M ﹤0.01%
26,144
-41,711
4758
$1.32M ﹤0.01%
206,297
-67,656
4759
$1.32M ﹤0.01%
194,129
+12,330
4760
$1.32M ﹤0.01%
178,552
+60,719
4761
$1.32M ﹤0.01%
83,249
-11,146
4762
$1.32M ﹤0.01%
122,458
-219,581
4763
$1.31M ﹤0.01%
199,852
-113,508
4764
$1.31M ﹤0.01%
96,887
+8,966
4765
$1.31M ﹤0.01%
9,652
+3,782
4766
$1.3M ﹤0.01%
42,195
-41,095
4767
$1.3M ﹤0.01%
2,897
+2,753
4768
$1.3M ﹤0.01%
118,410
-24,027
4769
$1.3M ﹤0.01%
54,853
+34,742
4770
$1.3M ﹤0.01%
5,853
+3,150
4771
$1.29M ﹤0.01%
133,068
-450
4772
$1.29M ﹤0.01%
185,541
+86,189
4773
$1.29M ﹤0.01%
7,489
-2,275
4774
$1.28M ﹤0.01%
106,837
-8,770
4775
$1.28M ﹤0.01%
26,580
-947
189 190
191
192 193