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
1676
$30.9M ﹤0.01%
1,234,271
-6,326
1677
$30.8M ﹤0.01%
914,073
-770,588
1678
$30.8M ﹤0.01%
433,235
-524,731
1679
$30.8M ﹤0.01%
674,363
+243,567
1680
$30.8M ﹤0.01%
1,627,846
-453,098
1681
$30.7M ﹤0.01%
823,898
+66,005
1682
$30.6M ﹤0.01%
506,726
-20,408
1683
$30.5M ﹤0.01%
+895,874
1684
$30.4M ﹤0.01%
122,723
-17,904
1685
$30.4M ﹤0.01%
4,215,731
+465,512
1686
$30.2M ﹤0.01%
605,596
+423,605
1687
$30.2M ﹤0.01%
1,165,288
+334,190
1688
$30.2M ﹤0.01%
1,495,603
+283,573
1689
$30.1M ﹤0.01%
329,982
-39,088
1690
$30.1M ﹤0.01%
797,744
-452,042
1691
$30.1M ﹤0.01%
840,924
-89,036
1692
$30M ﹤0.01%
270,012
+67,520
1693
$30M ﹤0.01%
434,893
-7,328
1694
$29.9M ﹤0.01%
2,651,584
-387,837
1695
$29.9M ﹤0.01%
232,757
-127,473
1696
$29.8M ﹤0.01%
1,956,032
-107,859
1697
$29.8M ﹤0.01%
3,670,136
+307,639
1698
$29.7M ﹤0.01%
3,554,714
+304,871
1699
$29.7M ﹤0.01%
756,997
+162,055
1700
$29.7M ﹤0.01%
1,830,577
+84,889
66 67
68
69 70