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
1551
$35.1M ﹤0.01%
1,111,815
+413,559
1552
$35M ﹤0.01%
1,661,210
-864,583
1553
$35M ﹤0.01%
1,379,309
+318,913
1554
$35M ﹤0.01%
2,992,937
+37,021
1555
$35M ﹤0.01%
3,547,705
-70,064
1556
$35M ﹤0.01%
1,736,277
+624,188
1557
$35M ﹤0.01%
201,777
+86,960
1558
$35M ﹤0.01%
1,301,953
+193,272
1559
$34.8M ﹤0.01%
2,656,460
+52,213
1560
$34.7M ﹤0.01%
443,665
+35,970
1561
$34.7M ﹤0.01%
408,956
+82,915
1562
$34.7M ﹤0.01%
1,357,897
-62,975
1563
$34.7M ﹤0.01%
976,174
+25,953
1564
$34.6M ﹤0.01%
1,002,985
+336,514
1565
$34.6M ﹤0.01%
283,923
-36,445
1566
$34.5M ﹤0.01%
1,312,452
+184,886
1567
$34.4M ﹤0.01%
575,439
-18,294
1568
$34.4M ﹤0.01%
286,802
+52,421
1569
$34.3M ﹤0.01%
452,640
+12,295
1570
$34.3M ﹤0.01%
346,162
-10,280
1571
$34.2M ﹤0.01%
1,389,184
-119,640
1572
$34.2M ﹤0.01%
963,499
+97,599
1573
$34.2M ﹤0.01%
1,079,762
-136,715
1574
$34.2M ﹤0.01%
1,742,877
-33,877
1575
$34.2M ﹤0.01%
558,153
-161,408
61 62
63
64 65