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
1001
$76.7M 0.01%
3,897,149
+75,254
1002
$76.5M 0.01%
4,005,197
+1,441,971
1003
$76M 0.01%
540,471
+24,487
1004
$75.9M 0.01%
993,345
-44,968
1005
$75.9M 0.01%
3,338,113
-27,067
1006
$75.8M 0.01%
2,377,793
-297,376
1007
$75.8M 0.01%
1,122,765
+54,957
1008
$75.7M 0.01%
938,599
-235,225
1009
$75.6M 0.01%
5,551,582
-304,023
1010
$75.6M 0.01%
1,353,914
+39,841
1011
$75.5M 0.01%
937,680
+23,088
1012
$75.5M 0.01%
966,095
+49,215
1013
$75.4M 0.01%
1,494,790
-51,013
1014
$75.3M 0.01%
2,863,487
+258,786
1015
$75.3M 0.01%
844,980
+64,274
1016
$75.2M 0.01%
359,898
-135,723
1017
$75.2M 0.01%
402,652
-27,470
1018
$75M 0.01%
3,393,582
+379,247
1019
$74.9M 0.01%
1,340,090
-259,948
1020
$74.7M 0.01%
1,701,544
+213,661
1021
$74.6M 0.01%
1,716,077
+109,949
1022
$74.5M 0.01%
2,479,489
+1,452,006
1023
$74.3M 0.01%
283,540
-61,360
1024
$74.3M 0.01%
218,334
-22,147
1025
$74.2M 0.01%
1,187,708
+205,928
39 40
41
42 43