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
1901
$23.9M ﹤0.01%
933,458
-13,212
1902
$23.9M ﹤0.01%
1,492,061
+364,953
1903
$23.8M ﹤0.01%
181,817
-1,221
1904
$23.8M ﹤0.01%
310,137
+102,448
1905
$23.7M ﹤0.01%
451,610
+117,867
1906
$23.7M ﹤0.01%
988,909
-371,851
1907
$23.7M ﹤0.01%
95,468
+52,127
1908
$23.7M ﹤0.01%
637,724
+543,822
1909
$23.7M ﹤0.01%
427,605
+44,768
1910
$23.6M ﹤0.01%
756,787
+624,622
1911
$23.6M ﹤0.01%
265,552
-33,104
1912
$23.6M ﹤0.01%
312,250
+47,596
1913
$23.6M ﹤0.01%
252,470
+1,596
1914
$23.6M ﹤0.01%
1,287,840
+68,855
1915
$23.6M ﹤0.01%
410,383
+18,003
1916
$23.5M ﹤0.01%
905,488
-38,411
1917
$23.5M ﹤0.01%
575,000
-26,239
1918
$23.5M ﹤0.01%
767,406
-1,526
1919
$23.5M ﹤0.01%
1,405,311
-66,463
1920
$23.5M ﹤0.01%
232,592
+12,854
1921
$23.5M ﹤0.01%
925,568
+228,588
1922
$23.5M ﹤0.01%
1,153,244
-4,493
1923
$23.5M ﹤0.01%
468,546
-4,512
1924
$23.5M ﹤0.01%
835,533
+169,785
1925
$23.4M ﹤0.01%
480,053
-83,763
75 76
77
78 79