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
1351
$46M 0.01%
727,286
-18,535
1352
$45.9M 0.01%
1,552,619
-281,315
1353
$45.9M 0.01%
5,741,942
+205,112
1354
$45.9M 0.01%
1,814,557
-165,509
1355
$45.9M 0.01%
951,297
+68,505
1356
$45.9M 0.01%
287,240
-37,575
1357
$45.8M 0.01%
1,706,956
-1,313
1358
$45.8M 0.01%
892,854
-13,581
1359
$45.8M 0.01%
90,594
-9,154
1360
$45.8M 0.01%
1,115,568
+208,953
1361
$45.6M 0.01%
2,227,716
+1,328,008
1362
$45.6M 0.01%
1,902,528
+119,120
1363
$45.5M 0.01%
108,145
-39,706
1364
$45.5M 0.01%
1,013,985
+106,484
1365
$45.3M 0.01%
262,036
-13,964
1366
$45.2M 0.01%
1,769,340
+496,320
1367
$45.1M 0.01%
1,565,890
+86,790
1368
$45.1M 0.01%
10,366,551
-412,987
1369
$45M 0.01%
616,141
-270,785
1370
$45M 0.01%
926,222
-23,942
1371
$45M 0.01%
3,306,888
+61,039
1372
$45M 0.01%
4,003,801
-24,085
1373
$44.9M 0.01%
111,285
-2,664
1374
$44.9M 0.01%
1,067,836
-464,660
1375
$44.8M 0.01%
1,510,646
-330,477
53 54
55
56 57