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
2201
$17.9M ﹤0.01%
609,325
-71,749
2202
$17.9M ﹤0.01%
228,674
+25,622
2203
$17.9M ﹤0.01%
457,055
+27,814
2204
$17.9M ﹤0.01%
116,998
+5,528
2205
$17.9M ﹤0.01%
113,234
-39,980
2206
$17.9M ﹤0.01%
214,673
-4,353
2207
$17.9M ﹤0.01%
311,708
+31,482
2208
$17.8M ﹤0.01%
323,966
-125,118
2209
$17.8M ﹤0.01%
879,301
-29,650
2210
$17.8M ﹤0.01%
543,673
+21,352
2211
$17.7M ﹤0.01%
507,516
-142,945
2212
$17.7M ﹤0.01%
492,151
+37,381
2213
$17.7M ﹤0.01%
400,712
-208,565
2214
$17.7M ﹤0.01%
283,366
+94,086
2215
$17.7M ﹤0.01%
238,116
+4,258
2216
$17.7M ﹤0.01%
516,873
-191,647
2217
$17.7M ﹤0.01%
534,706
-242,838
2218
$17.7M ﹤0.01%
923,078
-279,922
2219
$17.6M ﹤0.01%
245,596
-901
2220
$17.6M ﹤0.01%
244,380
-78,732
2221
$17.6M ﹤0.01%
316,947
+31,192
2222
$17.6M ﹤0.01%
190,875
+27,562
2223
$17.6M ﹤0.01%
137,671
+1,796
2224
$17.6M ﹤0.01%
436,092
-114,396
2225
$17.6M ﹤0.01%
+1,418,594
87 88
89
90 91