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
2101
$19.6M ﹤0.01%
969,202
-188,913
2102
$19.6M ﹤0.01%
750,042
-1,705
2103
$19.5M ﹤0.01%
271,847
+2,983
2104
$19.5M ﹤0.01%
474,952
+37,147
2105
$19.5M ﹤0.01%
718,430
-70,230
2106
$19.5M ﹤0.01%
1,303,800
+8,801
2107
$19.5M ﹤0.01%
997,781
+647,793
2108
$19.5M ﹤0.01%
171,887
+104,761
2109
$19.4M ﹤0.01%
96,908
-39,437
2110
$19.4M ﹤0.01%
140,223
+26,891
2111
$19.4M ﹤0.01%
246,446
+108,664
2112
$19.4M ﹤0.01%
220,081
-72,494
2113
$19.4M ﹤0.01%
682,131
+168,986
2114
$19.4M ﹤0.01%
383,993
-47,039
2115
$19.3M ﹤0.01%
1,451,519
-224,771
2116
$19.3M ﹤0.01%
48,348
+24,359
2117
$19.3M ﹤0.01%
672,615
+8,179
2118
$19.3M ﹤0.01%
897,886
+38,128
2119
$19.3M ﹤0.01%
384,674
+78,354
2120
$19.3M ﹤0.01%
1,173,106
-218,956
2121
$19.3M ﹤0.01%
102,340
+52,768
2122
$19.2M ﹤0.01%
633,579
-86,259
2123
$19.2M ﹤0.01%
443,039
-145,779
2124
$19.2M ﹤0.01%
257,183
+26,382
2125
$19.2M ﹤0.01%
1,212,914
-18,063
83 84
85
86 87