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
1101
$66.5M 0.01%
1,444,211
+166,585
1102
$66.5M 0.01%
1,563,167
+22,524
1103
$66.4M 0.01%
1,339,525
-168,433
1104
$66.2M 0.01%
5,862,769
+2,352,728
1105
$66.1M 0.01%
2,007,897
+1,362,613
1106
$66.1M 0.01%
1,318,936
-37,026
1107
$66M 0.01%
3,103,813
+109,830
1108
$66M 0.01%
175,287
-13,620
1109
$65.9M 0.01%
1,086,789
+631,772
1110
$65.9M 0.01%
1,022,638
+80,122
1111
$65.7M 0.01%
334,185
-96,307
1112
$65.7M 0.01%
9,064,089
-1,577,299
1113
$65.6M 0.01%
1,999,250
-65,428
1114
$65.5M 0.01%
1,299,081
-75,535
1115
$65.5M 0.01%
484,795
+5,928
1116
$65.4M 0.01%
4,388,484
+236,945
1117
$65.3M 0.01%
4,111,487
+305,935
1118
$65.3M 0.01%
1,473,040
-160,872
1119
$65.3M 0.01%
341,468
-7,710
1120
$65M 0.01%
2,806,877
+255,671
1121
$65M 0.01%
5,547,218
+80,649
1122
$64.9M 0.01%
580,021
+60,256
1123
$64.8M 0.01%
10,533,053
-202,044
1124
$64.8M 0.01%
1,515,044
-134,593
1125
$64.4M 0.01%
1,950,880
+104,190
43 44
45
46 47