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
1151
$62M 0.01%
3,497,725
+86,223
1152
$61.9M 0.01%
532,162
+78,225
1153
$61.5M 0.01%
1,616,880
+88,054
1154
$61.2M 0.01%
1,093,694
-86,876
1155
$61.2M 0.01%
744,719
-8,624
1156
$61.1M 0.01%
1,437,126
+231,568
1157
$61.1M 0.01%
578,554
-3,342
1158
$61M 0.01%
912,484
-4,876
1159
$60.7M 0.01%
1,163,934
+82,416
1160
$60.6M 0.01%
601,228
+35,896
1161
$60.4M 0.01%
1,010,733
-365,307
1162
$60.4M 0.01%
1,767,162
+444,399
1163
$60.3M 0.01%
8,599,207
+67,941
1164
$60.2M 0.01%
124,282
+50,341
1165
$60.2M 0.01%
1,310,428
-114,088
1166
$60.1M 0.01%
1,186,185
+651,691
1167
$60M 0.01%
628,450
-186,750
1168
$59.8M 0.01%
352,038
+62,511
1169
$59.7M 0.01%
3,364,017
+125,308
1170
$59.6M 0.01%
1,164,965
+133,245
1171
$59.5M 0.01%
7,635,913
-41,516,255
1172
$59.4M 0.01%
1,074,952
+607,071
1173
$59.2M 0.01%
3,199,248
+551,672
1174
$59.2M 0.01%
739,171
+7,044
1175
$59.2M 0.01%
1,411,850
+116,454
45 46
47
48 49