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
2126
$19.1M ﹤0.01%
203,436
+105,196
2127
$19.1M ﹤0.01%
704,008
+149,441
2128
$19.1M ﹤0.01%
1,483,766
-63,273
2129
$19.1M ﹤0.01%
940,119
+202,927
2130
$19.1M ﹤0.01%
402,996
-10,659
2131
$19.1M ﹤0.01%
704,121
+23,375
2132
$19.1M ﹤0.01%
764,552
-13,655
2133
$19.1M ﹤0.01%
1,121,130
+69,134
2134
$19M ﹤0.01%
1,150,102
+27,287
2135
$19M ﹤0.01%
329,310
+16,694
2136
$19M ﹤0.01%
608,830
+41,405
2137
$18.9M ﹤0.01%
329,591
+50,900
2138
$18.9M ﹤0.01%
310,513
+63,939
2139
$18.9M ﹤0.01%
734,159
+17,306
2140
$18.9M ﹤0.01%
1,956,157
-142,313
2141
$18.9M ﹤0.01%
556,646
-147,536
2142
$18.8M ﹤0.01%
634,735
+255,206
2143
$18.8M ﹤0.01%
589,505
+320,782
2144
$18.8M ﹤0.01%
771,234
-71,829
2145
$18.8M ﹤0.01%
175,792
+1,373
2146
$18.8M ﹤0.01%
433,353
-5,830
2147
$18.8M ﹤0.01%
1,155,931
+45,183
2148
$18.8M ﹤0.01%
3,408,879
+56,540
2149
$18.8M ﹤0.01%
291,346
+30,811
2150
$18.8M ﹤0.01%
210,443
+57,374
84 85
86
87 88