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
2301
$16.3M ﹤0.01%
1,744,213
+272,827
2302
$16.3M ﹤0.01%
675,150
+638,169
2303
$16.3M ﹤0.01%
1,197,840
+427,674
2304
$16.3M ﹤0.01%
290,090
-649
2305
$16.3M ﹤0.01%
170,709
-20,330
2306
$16.3M ﹤0.01%
1,831,345
+26,208
2307
$16.2M ﹤0.01%
284,075
-62,393
2308
$16.2M ﹤0.01%
444,100
-175,250
2309
$16.2M ﹤0.01%
2,110,830
+21,864
2310
$16.2M ﹤0.01%
883,877
+4,636
2311
$16.1M ﹤0.01%
207,356
-8,284
2312
$16.1M ﹤0.01%
127,813
-17,058
2313
$16.1M ﹤0.01%
156,803
-2,765
2314
$16M ﹤0.01%
215,588
-39,384
2315
$16M ﹤0.01%
665,201
+222,764
2316
$16M ﹤0.01%
718,077
+17,662
2317
$16M ﹤0.01%
266,653
-101,807
2318
$16M ﹤0.01%
791,502
-5,239
2319
$16M ﹤0.01%
846,284
-79,342
2320
$16M ﹤0.01%
1,786,668
-34,790
2321
$16M ﹤0.01%
325,051
-77,732
2322
$15.9M ﹤0.01%
1,253,731
-362
2323
$15.9M ﹤0.01%
1,048,909
+66,083
2324
$15.9M ﹤0.01%
513,706
+63,924
2325
$15.9M ﹤0.01%
418,941
+164,032
91 92
93
94 95