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
1626
$32.4M ﹤0.01%
368,347
+26,671
1627
$32.3M ﹤0.01%
11,925,348
+492,323
1628
$32.3M ﹤0.01%
316,820
+2,066
1629
$32.3M ﹤0.01%
1,184,523
+40,168
1630
$32.3M ﹤0.01%
578,872
+79,574
1631
$32.3M ﹤0.01%
1,916,721
+1,201,907
1632
$32.3M ﹤0.01%
188,776
+15,455
1633
$32.3M ﹤0.01%
462,940
+93,690
1634
$32.3M ﹤0.01%
2,191,502
+1,149
1635
$32.2M ﹤0.01%
1,597,678
-928,520
1636
$32.2M ﹤0.01%
2,472,145
-99,030
1637
$32.2M ﹤0.01%
1,078,110
-186,960
1638
$32.2M ﹤0.01%
467,547
-888,800
1639
$32.2M ﹤0.01%
459,686
+33,076
1640
$32.1M ﹤0.01%
+1,268,241
1641
$32.1M ﹤0.01%
695,016
-375,701
1642
$32M ﹤0.01%
277,889
+16,006
1643
$32M ﹤0.01%
345,898
+75,590
1644
$31.9M ﹤0.01%
7,234,574
+1,240,908
1645
$31.9M ﹤0.01%
871,885
-168,692
1646
$31.9M ﹤0.01%
98,026
-21,421
1647
$31.8M ﹤0.01%
1,943,963
-82,419
1648
$31.8M ﹤0.01%
3,248,027
+234,143
1649
$31.8M ﹤0.01%
127,264
-161,854
1650
$31.8M ﹤0.01%
515,406
+66,062
64 65
66
67 68