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
1451
$40M 0.01%
322,803
-68,239
1452
$39.9M 0.01%
5,571,578
-829,059
1453
$39.9M 0.01%
458,624
+156,990
1454
$39.8M 0.01%
119,209
+46,645
1455
$39.8M 0.01%
1,063,220
-17,702
1456
$39.7M 0.01%
1,397,655
-305,796
1457
$39.7M 0.01%
506,409
+101,726
1458
$39.5M 0.01%
454,333
+135,624
1459
$39.5M 0.01%
1,546,557
+604,726
1460
$39.5M 0.01%
437,417
+144,650
1461
$39.4M 0.01%
170,303
+54,302
1462
$39.4M 0.01%
1,837,015
+342,295
1463
$39.3M 0.01%
1,216,557
+299,794
1464
$39.3M 0.01%
1,478,459
+575,457
1465
$39.2M 0.01%
1,474,313
-14,939
1466
$39.2M 0.01%
514,152
+175,383
1467
$39M 0.01%
941,999
-159,663
1468
$39M 0.01%
281,322
+72,227
1469
$39M 0.01%
715,981
+116,238
1470
$38.9M 0.01%
3,305,592
+1,078,907
1471
$38.7M 0.01%
7,221,934
+171,747
1472
$38.6M 0.01%
1,600,937
-217,885
1473
$38.6M 0.01%
3,259,138
-1,051,341
1474
$38.6M 0.01%
760,679
+622,010
1475
$38.5M 0.01%
1,727,153
+56,193
57 58
59
60 61