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
1826
$25.7M ﹤0.01%
527,542
-16,320
1827
$25.6M ﹤0.01%
91,438
-5,489
1828
$25.6M ﹤0.01%
483,494
-1,320
1829
$25.6M ﹤0.01%
746,529
+439,663
1830
$25.6M ﹤0.01%
492,832
-307,788
1831
$25.5M ﹤0.01%
497,615
+204,102
1832
$25.5M ﹤0.01%
1,841,656
+72,929
1833
$25.5M ﹤0.01%
528,649
+64,143
1834
$25.4M ﹤0.01%
1,370,155
+124,129
1835
$25.4M ﹤0.01%
778,492
+228,407
1836
$25.4M ﹤0.01%
740,800
-26,085
1837
$25.3M ﹤0.01%
203,360
-34,092
1838
$25.3M ﹤0.01%
390,966
-285,696
1839
$25.3M ﹤0.01%
9,171,858
+5,897,089
1840
$25.3M ﹤0.01%
2,220,236
+355,606
1841
$25.3M ﹤0.01%
630,275
+18,720
1842
$25.2M ﹤0.01%
233,242
+44,462
1843
$25.2M ﹤0.01%
361,759
+21,424
1844
$25.2M ﹤0.01%
314,034
-224,117
1845
$25.2M ﹤0.01%
933,137
+82,453
1846
$25.2M ﹤0.01%
95,993
-24,850
1847
$25.2M ﹤0.01%
5,102,172
+578,821
1848
$25.1M ﹤0.01%
593,358
-73,474
1849
$25M ﹤0.01%
1,283,590
-167,039
1850
$25M ﹤0.01%
2,211,786
+260,237
72 73
74
75 76