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
1326
$47.6M 0.01%
179,915
+10,122
1327
$47.6M 0.01%
4,200,635
+27,943
1328
$47.5M 0.01%
2,095,493
+99,938
1329
$47.4M 0.01%
1,812,846
-1,529,940
1330
$47.3M 0.01%
46,992
+13,995
1331
$47.2M 0.01%
2,751,613
+916,011
1332
$47.2M 0.01%
102,806
+8,344
1333
$47.1M 0.01%
1,705,774
-91,782
1334
$47.1M 0.01%
1,619,824
+403,092
1335
$47M 0.01%
996,012
-189,362
1336
$46.9M 0.01%
977,624
+82,971
1337
$46.5M 0.01%
2,098,301
-304,626
1338
$46.4M 0.01%
1,283,671
+7,231
1339
$46.4M 0.01%
2,706,144
+358,749
1340
$46.4M 0.01%
127,924
+13,422
1341
$46.4M 0.01%
2,424,130
+336,786
1342
$46.4M 0.01%
574,680
-226,847
1343
$46.4M 0.01%
1,288,079
+438,579
1344
$46.3M 0.01%
2,916,926
+1,678,699
1345
$46.2M 0.01%
399,055
+56,115
1346
$46.2M 0.01%
176,710
-137,829
1347
$46.2M 0.01%
4,285,838
+52,016
1348
$46.1M 0.01%
659,994
+43,895
1349
$46.1M 0.01%
199,253
-16,341
1350
$46M 0.01%
3,027,299
-50,742
52 53
54
55 56