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
2176
$18.3M ﹤0.01%
1,190,538
-873,824
2177
$18.3M ﹤0.01%
170,813
-47,673
2178
$18.3M ﹤0.01%
1,141,878
+134,575
2179
$18.3M ﹤0.01%
365,841
-182,860
2180
$18.2M ﹤0.01%
473,478
-118,250
2181
$18.2M ﹤0.01%
1,021,240
+166,217
2182
$18.2M ﹤0.01%
58,800
+14,281
2183
$18.2M ﹤0.01%
429,577
-132,638
2184
$18.2M ﹤0.01%
236,618
+34,405
2185
$18.2M ﹤0.01%
265,981
+18,435
2186
$18.2M ﹤0.01%
503,270
-227,261
2187
$18.1M ﹤0.01%
3,274,861
-251,440
2188
$18.1M ﹤0.01%
799,649
-4,671
2189
$18.1M ﹤0.01%
35,466
+16,203
2190
$18M ﹤0.01%
252,034
-4,840
2191
$18M ﹤0.01%
269,792
+79,063
2192
$18M ﹤0.01%
297,361
-148,607
2193
$18M ﹤0.01%
283,079
+8,078
2194
$18M ﹤0.01%
783,931
+104,136
2195
$18M ﹤0.01%
310,578
-275,357
2196
$18M ﹤0.01%
94,851
-5,641
2197
$17.9M ﹤0.01%
1,009,126
-348,349
2198
$17.9M ﹤0.01%
1,924,902
-35,444
2199
$17.9M ﹤0.01%
134,112
+3,483
2200
$17.9M ﹤0.01%
841,506
+88,036
86 87
88
89 90