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
2251
$17.1M ﹤0.01%
210,676
-18,964
2252
$17M ﹤0.01%
1,577,134
+5,457
2253
$17M ﹤0.01%
277,432
-104,214
2254
$17M ﹤0.01%
2,958,994
+160,897
2255
$17M ﹤0.01%
237,013
-1,442
2256
$17M ﹤0.01%
1,814,187
+145,424
2257
$16.9M ﹤0.01%
355,250
-38,375
2258
$16.9M ﹤0.01%
177,155
+65,991
2259
$16.9M ﹤0.01%
561,630
-227,876
2260
$16.9M ﹤0.01%
1,382,913
-86,037
2261
$16.9M ﹤0.01%
513,867
+37,655
2262
$16.9M ﹤0.01%
265,176
+91,545
2263
$16.8M ﹤0.01%
349,549
+74,716
2264
$16.8M ﹤0.01%
489,858
+51,135
2265
$16.8M ﹤0.01%
651,478
+255,514
2266
$16.8M ﹤0.01%
826,964
+106,101
2267
$16.8M ﹤0.01%
159,328
+44,779
2268
$16.8M ﹤0.01%
330,911
-6,668
2269
$16.8M ﹤0.01%
334,168
-328,197
2270
$16.7M ﹤0.01%
505,207
-493,378
2271
$16.7M ﹤0.01%
890,508
-403,873
2272
$16.7M ﹤0.01%
497,936
-29,673
2273
$16.7M ﹤0.01%
86,567
-65,453
2274
$16.6M ﹤0.01%
1,667,151
+112,735
2275
$16.6M ﹤0.01%
28,408
-3,866