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
4826
$1.19M ﹤0.01%
45,775
+1,229
4827
$1.19M ﹤0.01%
101,240
-257,338
4828
$1.19M ﹤0.01%
72,662
-34,596
4829
$1.18M ﹤0.01%
97,536
+33,413
4830
$1.18M ﹤0.01%
+48,246
4831
$1.18M ﹤0.01%
405,899
-792,311
4832
$1.18M ﹤0.01%
164,624
-14,537
4833
$1.18M ﹤0.01%
192
-6
4834
$1.18M ﹤0.01%
12,459
+146
4835
$1.18M ﹤0.01%
221,600
-123,817
4836
$1.17M ﹤0.01%
80,607
+79,767
4837
$1.17M ﹤0.01%
42,681
-27,820
4838
$1.17M ﹤0.01%
117,866
-452
4839
$1.17M ﹤0.01%
36,421
+17,791
4840
$1.16M ﹤0.01%
95,988
-568,963
4841
$1.16M ﹤0.01%
186,806
-70,665
4842
$1.16M ﹤0.01%
17,989
+2,173
4843
$1.16M ﹤0.01%
177,124
-268,135
4844
$1.16M ﹤0.01%
8,210
-4,283
4845
$1.16M ﹤0.01%
46,467
-4,686
4846
$1.15M ﹤0.01%
51,283
+4,007
4847
$1.15M ﹤0.01%
47,646
+21,917
4848
$1.15M ﹤0.01%
47,199
-107,790
4849
$1.15M ﹤0.01%
98,877
-103,656
4850
$1.15M ﹤0.01%
158,414
+2,503
192 193
194
195 196