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
1201
$57.3M 0.01%
1,236,156
-352,074
1202
$57.3M 0.01%
1,505,501
+143,279
1203
$57.2M 0.01%
1,113,760
-115,206
1204
$57.2M 0.01%
1,688,965
-18,752
1205
$57.1M 0.01%
2,321,553
+499,003
1206
$57.1M 0.01%
2,125,933
+216,625
1207
$57M 0.01%
1,031,508
+29,821
1208
$57M 0.01%
3,724,744
+163,261
1209
$56.9M 0.01%
2,208,461
+320,054
1210
$56.6M 0.01%
561,767
-192,036
1211
$56.6M 0.01%
993,025
-178,328
1212
$56.5M 0.01%
1,038,753
+96,687
1213
$56.4M 0.01%
3,853,063
+701,008
1214
$56.3M 0.01%
2,728,392
+358,484
1215
$56.3M 0.01%
1,669,162
+29,915
1216
$56.3M 0.01%
224,378
+18,355
1217
$56.2M 0.01%
2,578,401
-355,109
1218
$56M 0.01%
376,556
-105,762
1219
$56M 0.01%
4,095,514
-489,263
1220
$56M 0.01%
461,884
+134,648
1221
$55.9M 0.01%
283,805
+22,147
1222
$55.6M 0.01%
3,251,198
+147,218
1223
$55.3M 0.01%
1,348,754
+139,763
1224
$55.2M 0.01%
837,532
+51,775
1225
$55.2M 0.01%
3,534,025
-151,208
47 48
49
50 51