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
2226
$17.6M ﹤0.01%
454,784
-181,917
2227
$17.6M ﹤0.01%
716,612
+26,856
2228
$17.5M ﹤0.01%
171,403
-200,558
2229
$17.5M ﹤0.01%
275,078
-26,312
2230
$17.5M ﹤0.01%
154,208
-13,470
2231
$17.5M ﹤0.01%
796,775
-17,405
2232
$17.4M ﹤0.01%
322,903
+34,737
2233
$17.4M ﹤0.01%
153,561
-19,004
2234
$17.4M ﹤0.01%
2,148,403
-1,091,643
2235
$17.4M ﹤0.01%
298,940
+16,256
2236
$17.4M ﹤0.01%
146,304
+49,268
2237
$17.3M ﹤0.01%
3,835,279
-2,207,510
2238
$17.3M ﹤0.01%
455,613
-26,831
2239
$17.3M ﹤0.01%
439,580
-27,620
2240
$17.3M ﹤0.01%
217,264
+72,254
2241
$17.2M ﹤0.01%
265,282
-129,816
2242
$17.2M ﹤0.01%
2,625,496
+440,559
2243
$17.2M ﹤0.01%
443,206
-190,749
2244
$17.2M ﹤0.01%
627,465
+90,472
2245
$17.2M ﹤0.01%
297,228
+8,701
2246
$17.2M ﹤0.01%
549,566
+151,745
2247
$17.2M ﹤0.01%
495,890
+100,336
2248
$17.2M ﹤0.01%
306,815
+59,001
2249
$17.1M ﹤0.01%
661,977
+133,207
2250
$17.1M ﹤0.01%
104,455
-1,285
88 89
90
91 92