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
1526
$36.2M ﹤0.01%
747,931
+91,566
1527
$36.2M ﹤0.01%
175,016
-32,953
1528
$36.2M ﹤0.01%
2,317,542
-127,655
1529
$36.1M ﹤0.01%
2,290,165
-512,522
1530
$36M ﹤0.01%
744,268
+66,817
1531
$36M ﹤0.01%
1,873,546
+83,851
1532
$36M ﹤0.01%
2,820,269
-457,277
1533
$36M ﹤0.01%
2,252,940
+147,896
1534
$35.9M ﹤0.01%
313,237
+60,910
1535
$35.9M ﹤0.01%
647,955
+150,586
1536
$35.8M ﹤0.01%
1,926,779
+340,410
1537
$35.8M ﹤0.01%
271,491
-6,948
1538
$35.7M ﹤0.01%
202,110
+641
1539
$35.7M ﹤0.01%
1,171,175
-140,822
1540
$35.7M ﹤0.01%
180,110
+14,624
1541
$35.5M ﹤0.01%
2,019,432
+256,620
1542
$35.4M ﹤0.01%
304,437
-79,684
1543
$35.4M ﹤0.01%
388,845
+69,943
1544
$35.4M ﹤0.01%
627,666
+26,750
1545
$35.4M ﹤0.01%
580,034
-44,388
1546
$35.4M ﹤0.01%
5,183,788
+244,927
1547
$35.2M ﹤0.01%
568,998
+85,666
1548
$35.2M ﹤0.01%
224,828
-111,074
1549
$35.1M ﹤0.01%
393,212
+7,136
1550
$35.1M ﹤0.01%
794,611
-124,253
60 61
62
63 64