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
1276
$51.3M 0.01%
424,508
+5,377
1277
$51.3M 0.01%
846,541
-34,547
1278
$51.3M 0.01%
1,575,133
-77,611
1279
$51.1M 0.01%
837,256
-210,416
1280
$51M 0.01%
2,205,519
+321,470
1281
$51M 0.01%
6,635,025
-496,506
1282
$50.9M 0.01%
866,939
+125,760
1283
$50.9M 0.01%
286,774
-56,534
1284
$50.7M 0.01%
2,903,907
-448,552
1285
$50.6M 0.01%
615,545
+96,996
1286
$50.3M 0.01%
112,390
-9,040
1287
$50.3M 0.01%
939,818
+26,372
1288
$50.3M 0.01%
733,868
+203,824
1289
$50.2M 0.01%
2,124,536
-798,795
1290
$50.1M 0.01%
1,656,350
-6,099
1291
$49.9M 0.01%
1,708,597
+97,826
1292
$49.9M 0.01%
1,054,813
+295,354
1293
$49.9M 0.01%
1,413,960
+103,005
1294
$49.8M 0.01%
1,260,375
+143,638
1295
$49.8M 0.01%
2,015,044
-123,409
1296
$49.8M 0.01%
1,306,159
+429,503
1297
$49.4M 0.01%
1,425,469
+61,904
1298
$49.4M 0.01%
2,566,025
-3,890,439
1299
$49.4M 0.01%
939,305
-184,403
1300
$49.4M 0.01%
1,266,846
-93,849
50 51
52
53 54