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
1126
$64.3M 0.01%
965,964
-63,914
1127
$64.3M 0.01%
2,926,889
-754,350
1128
$64.2M 0.01%
7,744,818
+186,340
1129
$64.1M 0.01%
1,671,215
-256,397
1130
$64M 0.01%
2,558,093
+227,716
1131
$64M 0.01%
1,536,277
+64,364
1132
$63.8M 0.01%
349,206
-43,203
1133
$63.8M 0.01%
784,088
-377,345
1134
$63.8M 0.01%
2,517,896
+63,960
1135
$63.7M 0.01%
5,651,055
+2,475,333
1136
$63.6M 0.01%
1,164,066
-9,524
1137
$63.4M 0.01%
1,900,440
+27,852
1138
$63.4M 0.01%
2,792,384
+505,945
1139
$63.4M 0.01%
820,306
+49,894
1140
$63.1M 0.01%
2,124,383
+42,095
1141
$63M 0.01%
2,171,482
-79,673
1142
$62.8M 0.01%
269,849
-53,953
1143
$62.8M 0.01%
1,060,241
+110,468
1144
$62.7M 0.01%
524,087
-29,527
1145
$62.6M 0.01%
1,546,048
+32,890
1146
$62.5M 0.01%
414,878
+15,304
1147
$62.4M 0.01%
8,784,650
-312,482
1148
$62.3M 0.01%
3,816,886
-3,445,805
1149
$62.3M 0.01%
575,088
-27,728
1150
$62.1M 0.01%
1,620,892
-36,789
44 45
46
47 48