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
1576
$34.1M ﹤0.01%
913,114
-62,027
1577
$34M ﹤0.01%
326,737
+50,234
1578
$34M ﹤0.01%
333,825
+62,673
1579
$34M ﹤0.01%
741,936
+158,563
1580
$34M ﹤0.01%
3,089,373
+319,276
1581
$34M ﹤0.01%
1,462,746
+104,664
1582
$33.9M ﹤0.01%
1,925,979
+45,374
1583
$33.9M ﹤0.01%
660,809
+2,594
1584
$33.8M ﹤0.01%
1,132,751
-20,389
1585
$33.8M ﹤0.01%
2,627,500
-654,331
1586
$33.8M ﹤0.01%
2,772,167
+133,282
1587
$33.8M ﹤0.01%
387,536
-32,980
1588
$33.7M ﹤0.01%
469,112
+63,215
1589
$33.7M ﹤0.01%
3,596,216
-755,695
1590
$33.7M ﹤0.01%
181,261
-217,060
1591
$33.7M ﹤0.01%
132,798
+45,270
1592
$33.7M ﹤0.01%
647,930
+8,482
1593
$33.7M ﹤0.01%
6,958,906
-57,498,094
1594
$33.6M ﹤0.01%
3,179,681
-75,418
1595
$33.4M ﹤0.01%
724,604
+49,528
1596
$33.4M ﹤0.01%
1,516,818
+500,843
1597
$33.4M ﹤0.01%
859,502
+144,952
1598
$33.4M ﹤0.01%
2,210,839
-220,291
1599
$33.4M ﹤0.01%
765,488
+49,367
1600
$33.4M ﹤0.01%
1,113,202
+232,212
62 63
64
65 66