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
2326
$15.9M ﹤0.01%
340,821
+42,118
2327
$15.9M ﹤0.01%
34,127
-21,793
2328
$15.9M ﹤0.01%
183,860
+4,476
2329
$15.8M ﹤0.01%
1,196,118
+1,083,063
2330
$15.8M ﹤0.01%
1,186,122
-83,110
2331
$15.8M ﹤0.01%
142,302
-26,245
2332
$15.8M ﹤0.01%
1,598,789
+59,294
2333
$15.8M ﹤0.01%
3,089,998
-141,648
2334
$15.8M ﹤0.01%
+1,294,199
2335
$15.8M ﹤0.01%
1,296,934
+579,120
2336
$15.8M ﹤0.01%
432,613
+13,268
2337
$15.8M ﹤0.01%
464,629
-29,194
2338
$15.8M ﹤0.01%
238,325
+34,481
2339
$15.8M ﹤0.01%
564,388
+257,000
2340
$15.8M ﹤0.01%
348,327
+121,598
2341
$15.7M ﹤0.01%
4,603,186
-400,102
2342
$15.7M ﹤0.01%
117,323
-1,670
2343
$15.7M ﹤0.01%
164,925
+32,608
2344
$15.7M ﹤0.01%
219,998
-10,341
2345
$15.7M ﹤0.01%
140,820
-29,969
2346
$15.7M ﹤0.01%
260,246
+15,749
2347
$15.7M ﹤0.01%
55,140
-20,918
2348
$15.6M ﹤0.01%
1,277,269
-101,345
2349
$15.6M ﹤0.01%
219,176
+22,822
2350
$15.6M ﹤0.01%
110,740
-13,534
92 93
94
95 96