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
1651
$31.8M ﹤0.01%
1,405,589
-349,409
1652
$31.7M ﹤0.01%
557,388
+4,091
1653
$31.7M ﹤0.01%
466,189
+46,103
1654
$31.7M ﹤0.01%
351,304
+15,527
1655
$31.7M ﹤0.01%
960,604
-19,084
1656
$31.6M ﹤0.01%
1,603,781
+484,155
1657
$31.6M ﹤0.01%
1,596,745
+110,099
1658
$31.6M ﹤0.01%
561,372
-8,766
1659
$31.6M ﹤0.01%
279,687
-3,055
1660
$31.6M ﹤0.01%
1,366,243
-12,032
1661
$31.6M ﹤0.01%
334,765
+5,380
1662
$31.6M ﹤0.01%
1,445,632
+30,729
1663
$31.5M ﹤0.01%
912,344
+68,460
1664
$31.5M ﹤0.01%
1,839,822
-1,380,654
1665
$31.4M ﹤0.01%
37,260
+34,970
1666
$31.4M ﹤0.01%
339,269
+14,573
1667
$31.3M ﹤0.01%
281,018
-27,888
1668
$31.3M ﹤0.01%
950,075
+51,013
1669
$31.2M ﹤0.01%
1,260,436
+29,705
1670
$31.2M ﹤0.01%
734,668
+176,675
1671
$31.1M ﹤0.01%
763,437
+42,489
1672
$31.1M ﹤0.01%
665,497
+40,691
1673
$31.1M ﹤0.01%
276,843
-160,474
1674
$31M ﹤0.01%
1,276,327
-230,901
1675
$30.9M ﹤0.01%
536,853
+23,620
65 66
67
68 69