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
1251
$53.4M 0.01%
1,489,471
-317,356
1252
$53.3M 0.01%
11,128
-3,438
1253
$53.2M 0.01%
493,489
+19,777
1254
$53M 0.01%
770,892
-105,995
1255
$52.9M 0.01%
70,923
+6,251
1256
$52.8M 0.01%
676,666
+52,129
1257
$52.5M 0.01%
1,412,589
+277,922
1258
$52.4M 0.01%
859,412
+30,279
1259
$52.4M 0.01%
1,242,692
+45,654
1260
$52.3M 0.01%
458,240
+21,215
1261
$52.3M 0.01%
618,921
-223,230
1262
$52.2M 0.01%
654,176
-437,908
1263
$52.1M 0.01%
447,094
+188,328
1264
$52.1M 0.01%
1,348,441
+225,731
1265
$52.1M 0.01%
1,223,868
+22,141
1266
$52M 0.01%
5,975,607
+709,565
1267
$52M 0.01%
3,083,663
-301,075
1268
$52M 0.01%
933,445
+7,760
1269
$51.7M 0.01%
1,883,821
+47,688
1270
$51.5M 0.01%
43,125
+453
1271
$51.5M 0.01%
1,356,838
+186,483
1272
$51.5M 0.01%
313,768
+14,147
1273
$51.5M 0.01%
2,702,035
+2,470,973
1274
$51.4M 0.01%
638,489
-218,228
1275
$51.3M 0.01%
660,766
+69,431
49 50
51
52 53