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
876
$93.8M 0.01%
3,058,325
+51,835
877
$93.7M 0.01%
1,245,964
-271,801
878
$93.7M 0.01%
962,136
+8,771
879
$93.6M 0.01%
4,100,315
-964,893
880
$93.6M 0.01%
4,001,002
-8,262
881
$93.6M 0.01%
2,983,613
+16,507
882
$93.5M 0.01%
3,085,376
+261,393
883
$93.2M 0.01%
4,241,175
-1,382,520
884
$93M 0.01%
1,405,640
+173,508
885
$93M 0.01%
1,719,638
+126,125
886
$92.9M 0.01%
182,280
+94,742
887
$92.9M 0.01%
2,225,342
-3,584,159
888
$92.8M 0.01%
1,681,900
-53,945
889
$92.4M 0.01%
352,574
-315,487
890
$92.3M 0.01%
1,289,849
+142,217
891
$91.9M 0.01%
4,242,423
+350,970
892
$91.9M 0.01%
1,360,470
-205,698
893
$91.9M 0.01%
1,626,776
+42,200
894
$91.9M 0.01%
1,124,595
+150,194
895
$91.8M 0.01%
596,155
+18,130
896
$91.8M 0.01%
4,425,399
+354,846
897
$91.7M 0.01%
20,875,640
-25,654
898
$91.6M 0.01%
2,498,591
+763,718
899
$91.4M 0.01%
334,667
+14,095
900
$90.8M 0.01%
445,569
+29,395
34 35
36
37 38