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
1801
$26.2M ﹤0.01%
174,978
-158,663
1802
$26.1M ﹤0.01%
2,509,534
-1,035,351
1803
$26.1M ﹤0.01%
793,982
-181,014
1804
$26.1M ﹤0.01%
894,823
+169,716
1805
$26.1M ﹤0.01%
1,104,994
-4,818
1806
$26.1M ﹤0.01%
325,877
-106,431
1807
$26.1M ﹤0.01%
1,956,787
-91,900
1808
$26.1M ﹤0.01%
304,911
+8,459
1809
$26M ﹤0.01%
335,343
+216,406
1810
$26M ﹤0.01%
166,349
+24,127
1811
$26M ﹤0.01%
154,767
-48,096
1812
$26M ﹤0.01%
1,360,483
+85,043
1813
$26M ﹤0.01%
485,192
+32,206
1814
$25.9M ﹤0.01%
622,056
-328,120
1815
$25.8M ﹤0.01%
2,653,256
+279,384
1816
$25.8M ﹤0.01%
559,107
+1,944
1817
$25.8M ﹤0.01%
296,442
+2,324
1818
$25.8M ﹤0.01%
726,441
+7,910
1819
$25.8M ﹤0.01%
442,072
+44,573
1820
$25.8M ﹤0.01%
89,146
-33,738
1821
$25.7M ﹤0.01%
145,380
-48,862
1822
$25.7M ﹤0.01%
181,117
+8,520
1823
$25.7M ﹤0.01%
1,277,460
+359,884
1824
$25.7M ﹤0.01%
1,948,821
+206,158
1825
$25.7M ﹤0.01%
176,973
-25,494
71 72
73
74 75