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
976
$78.8M 0.01%
2,151,893
+218,068
977
$78.7M 0.01%
3,135,402
-14,378
978
$78.5M 0.01%
2,895,049
+737,881
979
$78.4M 0.01%
934,559
+181,266
980
$78M 0.01%
2,948,949
+711,193
981
$77.9M 0.01%
1,404,074
+604,172
982
$77.8M 0.01%
2,415,382
-53,727
983
$77.8M 0.01%
1,266,918
+203,027
984
$77.7M 0.01%
541,621
-500,636
985
$77.7M 0.01%
691,693
-156,540
986
$77.6M 0.01%
1,557,446
-268,497
987
$77.5M 0.01%
1,915,840
+48,381
988
$77.5M 0.01%
497,591
-192,713
989
$77.5M 0.01%
8,035,712
-745,832
990
$77.4M 0.01%
1,208,221
-50,443
991
$77.4M 0.01%
1,137,531
+11,031
992
$77.4M 0.01%
187,492
-51,373
993
$77.1M 0.01%
43,688
-1,693
994
$77.1M 0.01%
1,380,598
+63,847
995
$77M 0.01%
2,217,756
+462,210
996
$77M 0.01%
1,484,822
+11,863
997
$76.9M 0.01%
1,435,767
-739,478
998
$76.9M 0.01%
2,030,060
+196,473
999
$76.9M 0.01%
688,230
-223,031
1000
$76.7M 0.01%
1,655,678
-80,928
38 39
40
41 42