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
1176
$59.1M 0.01%
1,474,240
+70,338
1177
$59M 0.01%
1,752,725
+269,103
1178
$59M 0.01%
1,309,292
-779,080
1179
$59M 0.01%
1,077,324
+153,254
1180
$58.9M 0.01%
638,408
-103,111
1181
$58.8M 0.01%
735,889
+36,642
1182
$58.8M 0.01%
762,041
+546,608
1183
$58.8M 0.01%
2,488,041
+283,932
1184
$58.7M 0.01%
3,958,748
-63,461
1185
$58.7M 0.01%
1,620,628
+76,649
1186
$58.7M 0.01%
583,081
-23,486
1187
$58.6M 0.01%
758,074
+17,576
1188
$58.6M 0.01%
809,696
+82,352
1189
$58.5M 0.01%
1,898,763
+1,912
1190
$58.4M 0.01%
774,825
+58,885
1191
$58.2M 0.01%
1,271,985
-1,199,813
1192
$58.1M 0.01%
784,672
-27,969
1193
$58.1M 0.01%
3,093,116
+89,274
1194
$58M 0.01%
864,856
+520,747
1195
$57.9M 0.01%
1,424,234
-78,424
1196
$57.9M 0.01%
1,761,441
-95,404
1197
$57.9M 0.01%
1,241,344
+220,760
1198
$57.9M 0.01%
899,423
-16,145
1199
$57.8M 0.01%
+2,012,696
1200
$57.5M 0.01%
3,007,551
+82,268
46 47
48
49 50