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
1601
$33.4M ﹤0.01%
125,178
+7,082
1602
$33.3M ﹤0.01%
683,460
-78,532
1603
$33.3M ﹤0.01%
1,893,363
+226,604
1604
$33.3M ﹤0.01%
552,899
+21,976
1605
$33.2M ﹤0.01%
1,633,699
+74,654
1606
$33.2M ﹤0.01%
325,806
-88,951
1607
$33.1M ﹤0.01%
1,627,019
+1,209,304
1608
$33M ﹤0.01%
1,319,940
+51,432
1609
$33M ﹤0.01%
2,067,081
+365,936
1610
$33M ﹤0.01%
3,447,583
+107,674
1611
$33M ﹤0.01%
1,730,906
+1,243,584
1612
$32.9M ﹤0.01%
938,325
-7,291
1613
$32.9M ﹤0.01%
458,836
-180,923
1614
$32.9M ﹤0.01%
533,050
+55,920
1615
$32.9M ﹤0.01%
2,732,399
-7,362,411
1616
$32.9M ﹤0.01%
680,828
-31,070
1617
$32.9M ﹤0.01%
1,571,950
+142,312
1618
$32.9M ﹤0.01%
683,835
+95,211
1619
$32.9M ﹤0.01%
1,499,347
+965,804
1620
$32.7M ﹤0.01%
491,378
+120,996
1621
$32.7M ﹤0.01%
800,106
+6,120
1622
$32.6M ﹤0.01%
181,624
-86,333
1623
$32.6M ﹤0.01%
1,841,191
+553,131
1624
$32.6M ﹤0.01%
515,929
-86,968
1625
$32.5M ﹤0.01%
728,768
+166,750
63 64
65
66 67