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
2076
$20.1M ﹤0.01%
2,038,697
+239,557
2077
$20.1M ﹤0.01%
+772,311
2078
$20.1M ﹤0.01%
476,944
-48,947
2079
$20.1M ﹤0.01%
173,893
+29,479
2080
$20.1M ﹤0.01%
1,018,590
+173,383
2081
$20M ﹤0.01%
211,650
+62,489
2082
$20M ﹤0.01%
469,352
-126,008
2083
$20M ﹤0.01%
795,543
+35,411
2084
$20M ﹤0.01%
133,909
+1,726
2085
$19.9M ﹤0.01%
1,384,478
-29,797
2086
$19.8M ﹤0.01%
675,730
-754
2087
$19.8M ﹤0.01%
1,506,635
+336,702
2088
$19.8M ﹤0.01%
1,297,560
+999,375
2089
$19.8M ﹤0.01%
350,498
-7,625
2090
$19.8M ﹤0.01%
+469,510
2091
$19.8M ﹤0.01%
803,537
+84,810
2092
$19.8M ﹤0.01%
325,416
-35,179
2093
$19.7M ﹤0.01%
81,975
+301
2094
$19.7M ﹤0.01%
323,846
+77,024
2095
$19.7M ﹤0.01%
622,797
-26,533
2096
$19.7M ﹤0.01%
1,447,637
+4,789
2097
$19.7M ﹤0.01%
830,629
+600,857
2098
$19.7M ﹤0.01%
289,681
-4,686
2099
$19.7M ﹤0.01%
723,236
+557,051
2100
$19.7M ﹤0.01%
466,811
+156,317
82 83
84
85 86