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
1726
$28.5M ﹤0.01%
1,202,249
+399,319
1727
$28.5M ﹤0.01%
1,513,289
-1,195,320
1728
$28.4M ﹤0.01%
191,419
+3,481
1729
$28.4M ﹤0.01%
257,051
-15,094
1730
$28.4M ﹤0.01%
1,477,408
+722,024
1731
$28.4M ﹤0.01%
651,366
+195,510
1732
$28.4M ﹤0.01%
294,981
-40,154
1733
$28.3M ﹤0.01%
530,033
-85,394
1734
$28.1M ﹤0.01%
396,595
+106,810
1735
$28.1M ﹤0.01%
1,642,517
-17,103
1736
$28.1M ﹤0.01%
700,320
+218,808
1737
$28.1M ﹤0.01%
500,456
+63,854
1738
$28.1M ﹤0.01%
1,786,247
-119,626
1739
$28.1M ﹤0.01%
4,097,987
+2,777,399
1740
$28.1M ﹤0.01%
860,355
-282,936
1741
$28M ﹤0.01%
2,800,226
-1,853
1742
$28M ﹤0.01%
717,732
-76,034
1743
$27.9M ﹤0.01%
173,275
-140,948
1744
$27.9M ﹤0.01%
426,021
-258,943
1745
$27.9M ﹤0.01%
148,315
+29,482
1746
$27.8M ﹤0.01%
1,917,985
+17,722
1747
$27.8M ﹤0.01%
2,095,014
-108,106
1748
$27.8M ﹤0.01%
1,600,204
+683,287
1749
$27.8M ﹤0.01%
861,738
+7,574
1750
$27.8M ﹤0.01%
678,042
-210,678
68 69
70
71 72