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
1401
$43.2M 0.01%
817,719
+65,742
1402
$43.2M 0.01%
159,486
+71,836
1403
$43.1M 0.01%
1,160,696
+3,128
1404
$43.1M 0.01%
1,436,543
-41,229
1405
$43M 0.01%
498,097
+134,233
1406
$42.9M 0.01%
598,892
+189,937
1407
$42.9M 0.01%
1,077,149
+134,807
1408
$42.7M 0.01%
362,098
+36,060
1409
$42.6M 0.01%
1,118,252
+521,464
1410
$42.4M 0.01%
1,494,279
+19,319
1411
$42.3M 0.01%
1,411,385
+159,694
1412
$42.3M 0.01%
934,236
+151,959
1413
$42.2M 0.01%
366,554
+255,293
1414
$42.2M 0.01%
1,356,540
+325,534
1415
$42.1M 0.01%
143,193
+43,808
1416
$42M 0.01%
1,414,729
-1,229,689
1417
$41.9M 0.01%
1,843,431
+3,823
1418
$41.9M 0.01%
1,400,821
+16,415
1419
$41.8M 0.01%
231,405
-20,301
1420
$41.7M 0.01%
498,067
+25,301
1421
$41.5M 0.01%
153,090
+5,565
1422
$41.5M 0.01%
1,308,886
-490,609
1423
$41.4M 0.01%
10,492,702
-8,685,328
1424
$41.3M 0.01%
1,867,920
+1,638,295
1425
$41.3M 0.01%
616,214
+35,948
55 56
57
58 59