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
2401
$14.9M ﹤0.01%
196,526
-69,303
2402
$14.9M ﹤0.01%
375,623
+20,932
2403
$14.9M ﹤0.01%
139,310
-135,747
2404
$14.9M ﹤0.01%
883,825
+64,980
2405
$14.9M ﹤0.01%
66,093
+2,724
2406
$14.9M ﹤0.01%
740,272
+15,031
2407
$14.9M ﹤0.01%
273,695
+93,263
2408
$14.8M ﹤0.01%
334,840
-242,876
2409
$14.8M ﹤0.01%
1,105,227
-61,302
2410
$14.8M ﹤0.01%
666,009
+58,335
2411
$14.8M ﹤0.01%
245,958
-9,888
2412
$14.8M ﹤0.01%
412,728
-15,872
2413
$14.8M ﹤0.01%
594,475
-15,773
2414
$14.8M ﹤0.01%
295,584
-166,947
2415
$14.8M ﹤0.01%
1,019,052
+81,133
2416
$14.8M ﹤0.01%
277,760
+37,169
2417
$14.8M ﹤0.01%
736,019
+161,826
2418
$14.7M ﹤0.01%
602,029
+52,591
2419
$14.7M ﹤0.01%
421,859
+200,920
2420
$14.7M ﹤0.01%
163,635
-198,826
2421
$14.7M ﹤0.01%
657,994
+10,670
2422
$14.7M ﹤0.01%
877,819
-40,588
2423
$14.7M ﹤0.01%
1,130,930
+161,190
2424
$14.7M ﹤0.01%
320,281
+16,336
2425
$14.7M ﹤0.01%
312,061
+167
95 96
97
98 99