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
1501
$37.5M 0.01%
913,048
+103,589
1502
$37.5M 0.01%
+477,786
1503
$37.4M 0.01%
2,694,149
+42,625
1504
$37.3M 0.01%
1,008,670
-131,025
1505
$37.3M 0.01%
526,768
-474,185
1506
$37.3M 0.01%
679,301
-382,018
1507
$37.3M 0.01%
4,333,787
+250,075
1508
$37.2M 0.01%
330,677
-201,683
1509
$37.2M 0.01%
535,671
+91,283
1510
$37.2M 0.01%
552,007
-29,903
1511
$37.1M 0.01%
1,648,008
+72,174
1512
$37M 0.01%
309,858
+27,031
1513
$37M 0.01%
310,946
+169,128
1514
$37M 0.01%
234,873
-21,561
1515
$36.8M 0.01%
3,189,350
+95,425
1516
$36.8M 0.01%
612,330
-121,938
1517
$36.7M ﹤0.01%
3,438,536
+485,980
1518
$36.6M ﹤0.01%
750,841
+429,519
1519
$36.6M ﹤0.01%
298,602
-144,032
1520
$36.5M ﹤0.01%
418,079
+4,633
1521
$36.5M ﹤0.01%
837,381
-53,813
1522
$36.4M ﹤0.01%
2,963,489
-526,157
1523
$36.3M ﹤0.01%
91,340
-46,110
1524
$36.3M ﹤0.01%
676,291
+11,430
1525
$36.2M ﹤0.01%
1,654,918
+180,755
59 60
61
62 63