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
1751
$27.8M ﹤0.01%
166,137
-146,699
1752
$27.8M ﹤0.01%
887,324
+330,086
1753
$27.7M ﹤0.01%
1,201,695
+28,327
1754
$27.7M ﹤0.01%
385,689
+690
1755
$27.7M ﹤0.01%
110,545
+109,650
1756
$27.7M ﹤0.01%
183,190
+131,905
1757
$27.6M ﹤0.01%
1,113,441
+145,037
1758
$27.6M ﹤0.01%
1,777
+1,454
1759
$27.6M ﹤0.01%
1,766,603
+54,257
1760
$27.6M ﹤0.01%
1,574,661
-11,195
1761
$27.6M ﹤0.01%
629,216
-1,346,184
1762
$27.6M ﹤0.01%
2,460,775
-2,073,066
1763
$27.5M ﹤0.01%
738,020
+74,757
1764
$27.5M ﹤0.01%
845,163
-183,310
1765
$27.5M ﹤0.01%
1,974,886
-13,122
1766
$27.5M ﹤0.01%
304,491
+8,702
1767
$27.4M ﹤0.01%
798,228
+4,346
1768
$27.4M ﹤0.01%
1,283,758
+97,185
1769
$27.4M ﹤0.01%
586,296
-160,893
1770
$27.4M ﹤0.01%
3,183,682
+358,427
1771
$27.4M ﹤0.01%
639,813
+184,358
1772
$27.3M ﹤0.01%
1,063,026
-66,452
1773
$27.3M ﹤0.01%
530,124
-237,258
1774
$27.3M ﹤0.01%
826,610
+101,818
1775
$27M ﹤0.01%
673,256
-769,118
69 70
71
72 73