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
4876
$1.1M ﹤0.01%
26,125
-2,392
4877
$1.1M ﹤0.01%
22,541
-274
4878
$1.09M ﹤0.01%
307,947
-16,015
4879
$1.09M ﹤0.01%
41,390
+18,224
4880
$1.09M ﹤0.01%
18,896
+16,781
4881
$1.09M ﹤0.01%
19,883
-706,897
4882
$1.08M ﹤0.01%
20,433
+17,483
4883
$1.08M ﹤0.01%
266,065
+263,005
4884
$1.08M ﹤0.01%
2,604
+2,219
4885
$1.08M ﹤0.01%
49,065
+42,933
4886
$1.08M ﹤0.01%
101,122
+52,138
4887
$1.07M ﹤0.01%
14,157
-4,549
4888
$1.07M ﹤0.01%
246,148
-307,579
4889
$1.07M ﹤0.01%
27,506
-83,717
4890
$1.06M ﹤0.01%
200,484
-6,135
4891
$1.06M ﹤0.01%
+35,894
4892
$1.06M ﹤0.01%
28,774
+18,366
4893
$1.06M ﹤0.01%
68,162
-2,769
4894
$1.05M ﹤0.01%
351
-63
4895
$1.05M ﹤0.01%
99,446
-5,952
4896
$1.05M ﹤0.01%
12,958
-35,079
4897
$1.05M ﹤0.01%
387,802
-71,189
4898
$1.05M ﹤0.01%
211,397
-191,888
4899
$1.04M ﹤0.01%
55,620
+25,953
4900
$1.04M ﹤0.01%
56,501
-13,271
194 195
196
197 198