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
4851
$1.14M ﹤0.01%
191,016
-5,620
4852
$1.14M ﹤0.01%
352,737
-373,831
4853
$1.14M ﹤0.01%
93,320
+83,025
4854
$1.14M ﹤0.01%
33,975
+5,631
4855
$1.14M ﹤0.01%
98,950
-270
4856
$1.14M ﹤0.01%
26,610
+16,769
4857
$1.13M ﹤0.01%
10,541
-5,809
4858
$1.13M ﹤0.01%
20,428
+1,274
4859
$1.13M ﹤0.01%
37,889
-30,439
4860
$1.13M ﹤0.01%
219,383
-41,265
4861
$1.13M ﹤0.01%
41,949
-5,080
4862
$1.12M ﹤0.01%
94,343
+851
4863
$1.12M ﹤0.01%
254,467
+205
4864
$1.12M ﹤0.01%
30,153
-3,396
4865
$1.12M ﹤0.01%
+10,886
4866
$1.11M ﹤0.01%
35,117
-7,074
4867
$1.11M ﹤0.01%
115,271
+114,021
4868
$1.11M ﹤0.01%
113,119
-25,662
4869
$1.11M ﹤0.01%
25,797
-24,549
4870
$1.11M ﹤0.01%
13,455
+3,906
4871
$1.11M ﹤0.01%
24,623
+12,653
4872
$1.11M ﹤0.01%
79,520
+6,162
4873
$1.1M ﹤0.01%
129,377
-27,203
4874
$1.1M ﹤0.01%
74,259
-137,441
4875
$1.1M ﹤0.01%
43,267
-2,707
193 194
195
196 197