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
1776
$26.9M ﹤0.01%
688,731
-20,930
1777
$26.9M ﹤0.01%
1,364,540
-2,513
1778
$26.8M ﹤0.01%
2,047,893
+204,976
1779
$26.8M ﹤0.01%
7,081,835
-761,627
1780
$26.8M ﹤0.01%
1,228,512
+266,571
1781
$26.8M ﹤0.01%
70,331
-58,041
1782
$26.7M ﹤0.01%
1,513,036
-131,991
1783
$26.7M ﹤0.01%
1,069,033
+53,507
1784
$26.7M ﹤0.01%
102,988
+8,044
1785
$26.7M ﹤0.01%
952,358
-466,386
1786
$26.6M ﹤0.01%
706,516
+301,880
1787
$26.5M ﹤0.01%
1,380,105
+1,219,190
1788
$26.5M ﹤0.01%
223,253
-56,815
1789
$26.5M ﹤0.01%
737,000
+11,644
1790
$26.5M ﹤0.01%
210,220
+86,955
1791
$26.5M ﹤0.01%
2,304,575
-830,410
1792
$26.4M ﹤0.01%
766,885
+25,198
1793
$26.4M ﹤0.01%
651,445
-1,703,785
1794
$26.4M ﹤0.01%
1,650,305
+535,717
1795
$26.4M ﹤0.01%
1,088,832
+115,852
1796
$26.4M ﹤0.01%
587,911
-55,216
1797
$26.4M ﹤0.01%
890,226
-27,115
1798
$26.3M ﹤0.01%
82,982
+33,071
1799
$26.3M ﹤0.01%
442,487
+128,046
1800
$26.3M ﹤0.01%
452,382
-155,372
70 71
72
73 74