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
2351
$15.6M ﹤0.01%
660,805
-90,653
2352
$15.6M ﹤0.01%
549,540
+6,344
2353
$15.6M ﹤0.01%
1,065,739
+406,891
2354
$15.6M ﹤0.01%
973,869
+285,583
2355
$15.6M ﹤0.01%
382,527
-220,621
2356
$15.6M ﹤0.01%
394,909
-45,437
2357
$15.6M ﹤0.01%
204,920
+39,908
2358
$15.6M ﹤0.01%
375,333
+20,589
2359
$15.6M ﹤0.01%
57,724
+25,923
2360
$15.5M ﹤0.01%
262,164
-17,168
2361
$15.5M ﹤0.01%
1,025,676
+31,470
2362
$15.5M ﹤0.01%
1,065,979
+31,538
2363
$15.5M ﹤0.01%
442,686
-346,662
2364
$15.5M ﹤0.01%
418,523
-66,039
2365
$15.5M ﹤0.01%
460,066
-718,317
2366
$15.5M ﹤0.01%
157,653
+18,486
2367
$15.4M ﹤0.01%
258,972
+42,057
2368
$15.4M ﹤0.01%
250,299
+190,646
2369
$15.4M ﹤0.01%
262,260
+11,096
2370
$15.4M ﹤0.01%
91,395
+29,969
2371
$15.4M ﹤0.01%
1,224,523
-185,882
2372
$15.4M ﹤0.01%
3,877,504
-24,504
2373
$15.3M ﹤0.01%
500,445
-207,581
2374
$15.3M ﹤0.01%
1,143,002
-210,197
2375
$15.3M ﹤0.01%
220,075
+13,793
93 94
95
96 97