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
2376
$15.3M ﹤0.01%
786,164
+22,028
2377
$15.3M ﹤0.01%
195,957
-2,184
2378
$15.3M ﹤0.01%
320,724
+99,096
2379
$15.3M ﹤0.01%
597,990
-21,136
2380
$15.3M ﹤0.01%
588,965
+14,874
2381
$15.3M ﹤0.01%
366,391
+162,033
2382
$15.3M ﹤0.01%
150,001
+1
2383
$15.3M ﹤0.01%
181,283
+61,904
2384
$15.3M ﹤0.01%
47,675
+24,518
2385
$15.3M ﹤0.01%
210,625
-34,593
2386
$15.2M ﹤0.01%
280,356
-53,594
2387
$15.1M ﹤0.01%
92,482
+30,789
2388
$15.1M ﹤0.01%
4,282
+990
2389
$15.1M ﹤0.01%
1,527,703
+685,164
2390
$15.1M ﹤0.01%
4,022,693
+2,306,181
2391
$15.1M ﹤0.01%
240,248
-15,956
2392
$15M ﹤0.01%
273,254
-3,145
2393
$15M ﹤0.01%
299,480
+56,913
2394
$15M ﹤0.01%
898,963
+171,290
2395
$15M ﹤0.01%
1,539,610
-15,512
2396
$15M ﹤0.01%
126,864
+62,909
2397
$15M ﹤0.01%
212,826
+24,350
2398
$15M ﹤0.01%
266,330
-144,616
2399
$15M ﹤0.01%
921,191
+513,623
2400
$14.9M ﹤0.01%
390,051
-144,170
94 95
96
97 98