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
1301
$49.2M 0.01%
2,749,224
-147,233
1302
$49.1M 0.01%
822,784
+55,377
1303
$49M 0.01%
875,301
-88,595
1304
$49M 0.01%
1,965,540
-203,565
1305
$48.9M 0.01%
113,871
-20,968
1306
$48.9M 0.01%
1,131,578
+188,485
1307
$48.8M 0.01%
281,921
-38,760
1308
$48.8M 0.01%
685,597
-19,813
1309
$48.8M 0.01%
485,999
-83,505
1310
$48.7M 0.01%
546,031
-57,707
1311
$48.6M 0.01%
887,689
-8,689
1312
$48.6M 0.01%
450,713
+28,545
1313
$48.6M 0.01%
1,375,471
+134,442
1314
$48.5M 0.01%
328,909
+29,442
1315
$48.5M 0.01%
667,642
+39,773
1316
$48.4M 0.01%
3,035,330
-58,739
1317
$48.4M 0.01%
236,825
-178,017
1318
$48.3M 0.01%
1,877,129
+118,610
1319
$48.2M 0.01%
1,779,919
+34,308
1320
$48.2M 0.01%
563,935
+165,118
1321
$48.1M 0.01%
527,689
-35,521
1322
$48M 0.01%
1,607,423
+101,491
1323
$47.9M 0.01%
1,096,526
+192,287
1324
$47.7M 0.01%
1,608,819
-774,930
1325
$47.7M 0.01%
399,520
-22,448
51 52
53
54 55