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
1026
$74M 0.01%
3,907,474
+250,789
1027
$74M 0.01%
720,618
-6,518
1028
$74M 0.01%
1,128,596
+22,102
1029
$73.9M 0.01%
2,460,870
+1,025,556
1030
$73.8M 0.01%
2,242,424
+297,253
1031
$73.1M 0.01%
1,527,303
+40,617
1032
$73.1M 0.01%
4,885,579
-165,579
1033
$73.1M 0.01%
860,224
-330,275
1034
$73M 0.01%
3,301,856
+284,289
1035
$73M 0.01%
3,310,817
+820,736
1036
$72.9M 0.01%
1,721,272
-72,308
1037
$72.4M 0.01%
2,035,865
+560,541
1038
$72.2M 0.01%
5,326,641
+165,422
1039
$72.2M 0.01%
1,102,960
+53,468
1040
$71.9M 0.01%
1,171,410
-277,550
1041
$71.8M 0.01%
2,330,375
-267,267
1042
$71.8M 0.01%
481,073
+5,852
1043
$71.8M 0.01%
3,797,969
+1,263,536
1044
$71.5M 0.01%
2,751,781
+158,428
1045
$71.3M 0.01%
779,022
-69,574
1046
$71.3M 0.01%
535,793
+217,355
1047
$71.3M 0.01%
2,602,225
+748,700
1048
$71.3M 0.01%
1,537,845
+644,462
1049
$71.2M 0.01%
1,148,177
+549,452
1050
$71M 0.01%
1,844,875
+700,670
40 41
42
43 44