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
1376
$44.8M 0.01%
254,201
-40,715
1377
$44.8M 0.01%
1,268,809
+187,051
1378
$44.8M 0.01%
+1,485,293
1379
$44.7M 0.01%
518,523
-51,539
1380
$44.7M 0.01%
1,622,954
-553,951
1381
$44.6M 0.01%
918,841
+343,793
1382
$44.5M 0.01%
2,353,335
-51,230
1383
$44.3M 0.01%
813,849
+69,450
1384
$44.3M 0.01%
4,414,554
-53,574
1385
$44.2M 0.01%
935,220
-400,231
1386
$44.2M 0.01%
1,057,508
-948,134
1387
$44.2M 0.01%
9,928,902
+1,400,347
1388
$44.2M 0.01%
548,679
-148,850
1389
$44.2M 0.01%
1,201,371
-26,543
1390
$44.1M 0.01%
2,640,502
+239,564
1391
$44.1M 0.01%
1,358,334
-32,525
1392
$44M 0.01%
2,098,748
+295,325
1393
$44M 0.01%
1,979,605
-54,940
1394
$43.9M 0.01%
463,619
+9,138
1395
$43.9M 0.01%
277,022
-99,482
1396
$43.6M 0.01%
830,935
+1,578
1397
$43.6M 0.01%
527,349
-52,954
1398
$43.4M 0.01%
133,030
-61,637
1399
$43.3M 0.01%
562,187
-19,352
1400
$43.3M 0.01%
1,102,116
+383,124
54 55
56
57 58