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
4801
$1.22M ﹤0.01%
114,552
-424,910
4802
$1.22M ﹤0.01%
169,435
+50,946
4803
$1.22M ﹤0.01%
212,325
-63,837
4804
$1.22M ﹤0.01%
1,164
-26
4805
$1.22M ﹤0.01%
12,607
-8,773
4806
$1.21M ﹤0.01%
45,723
-44,435
4807
$1.21M ﹤0.01%
+90,317
4808
$1.21M ﹤0.01%
37,966
+7,896
4809
$1.21M ﹤0.01%
62,742
-168,134
4810
$1.21M ﹤0.01%
96,965
-60,061
4811
$1.21M ﹤0.01%
77,399
+52,987
4812
$1.2M ﹤0.01%
105,295
-54,433
4813
$1.2M ﹤0.01%
169,677
-19,118
4814
$1.2M ﹤0.01%
88,199
+2,969
4815
$1.2M ﹤0.01%
212,731
+157,235
4816
$1.2M ﹤0.01%
28,320
-1,178
4817
$1.2M ﹤0.01%
4,870
-40
4818
$1.2M ﹤0.01%
70,789
-625
4819
$1.2M ﹤0.01%
42,059
-3,071
4820
$1.2M ﹤0.01%
13,604
-345
4821
$1.2M ﹤0.01%
51,594
+1,839
4822
$1.2M ﹤0.01%
860,731
+255,514
4823
$1.19M ﹤0.01%
43,584
+10,378
4824
$1.19M ﹤0.01%
90,859
-3,897
4825
$1.19M ﹤0.01%
60,852
+56,435
191 192
193
194 195