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
1426
$41.1M 0.01%
1,415,436
+124,892
1427
$41.1M 0.01%
2,371,500
+54,312
1428
$41.1M 0.01%
1,622,326
-56,797
1429
$40.9M 0.01%
1,219,714
-145,248
1430
$40.8M 0.01%
699,426
-12,557
1431
$40.8M 0.01%
1,117,550
-13,280
1432
$40.8M 0.01%
524,944
-2,352
1433
$40.8M 0.01%
2,886,262
+786,057
1434
$40.7M 0.01%
460,896
+22,660
1435
$40.7M 0.01%
786,790
+116,393
1436
$40.7M 0.01%
1,182,723
+651,601
1437
$40.7M 0.01%
2,591,234
+19,848
1438
$40.6M 0.01%
482,241
+259,589
1439
$40.5M 0.01%
1,616,407
+25,266
1440
$40.4M 0.01%
967,200
+576,772
1441
$40.4M 0.01%
1,125,161
-306,181
1442
$40.4M 0.01%
241,713
-109,440
1443
$40.4M 0.01%
1,086,757
+498,655
1444
$40.3M 0.01%
860,413
+46,721
1445
$40.2M 0.01%
2,744,904
-779,466
1446
$40.1M 0.01%
602,144
-136,722
1447
$40.1M 0.01%
349,659
+18,678
1448
$40.1M 0.01%
141,266
+18,768
1449
$40M 0.01%
431,939
-115,524
1450
$40M 0.01%
748,399
+75,901
56 57
58
59 60