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
1051
$71M 0.01%
1,349,987
-108,844
1052
$71M 0.01%
1,437,709
-94,381
1053
$70.9M 0.01%
1,473,501
-97,619
1054
$70.7M 0.01%
1,542,317
-528,149
1055
$70.7M 0.01%
360,784
+34,525
1056
$70.6M 0.01%
2,227,134
+1,127,230
1057
$70.4M 0.01%
1,864,577
+773,751
1058
$70.4M 0.01%
2,870,141
+541,046
1059
$70.4M 0.01%
6,808,390
-10,460,315
1060
$70.3M 0.01%
505,087
+13,837
1061
$70.3M 0.01%
2,968,654
+353,402
1062
$70.2M 0.01%
3,176,647
-464,700
1063
$70.2M 0.01%
1,511,537
+1,241,322
1064
$70.1M 0.01%
7,297,571
+1,988,767
1065
$70M 0.01%
1,737,119
+1,254,127
1066
$70M 0.01%
3,264,301
-476,718
1067
$69.9M 0.01%
1,241,827
+19,443
1068
$69.6M 0.01%
724,457
+69,703
1069
$69.6M 0.01%
4,070,499
+777,481
1070
$69.5M 0.01%
2,227,956
-58,097
1071
$69.5M 0.01%
3,192,610
+833,640
1072
$69.4M 0.01%
1,934,590
+96,874
1073
$69.4M 0.01%
194,193
+37,365
1074
$69.1M 0.01%
1,243,817
+307,688
1075
$69M 0.01%
1,430,198
+41,510
41 42
43
44 45