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
2426
$14.7M ﹤0.01%
80,635
-35,300
2427
$14.7M ﹤0.01%
338,192
-191,642
2428
$14.7M ﹤0.01%
195,001
-21,029
2429
$14.7M ﹤0.01%
786,117
-155,235
2430
$14.7M ﹤0.01%
639,065
+48,689
2431
$14.6M ﹤0.01%
582,866
+69,116
2432
$14.6M ﹤0.01%
16,550
-929
2433
$14.6M ﹤0.01%
318,435
-61,496
2434
$14.6M ﹤0.01%
382,234
+141,257
2435
$14.6M ﹤0.01%
643,325
-1,403,209
2436
$14.6M ﹤0.01%
310,694
-45,939
2437
$14.6M ﹤0.01%
878,271
-97,239
2438
$14.5M ﹤0.01%
982,860
-40,629
2439
$14.5M ﹤0.01%
520,234
+23,067
2440
$14.5M ﹤0.01%
145,960
+27,552
2441
$14.5M ﹤0.01%
92,637
-189,089
2442
$14.5M ﹤0.01%
1,347,448
-358,298
2443
$14.5M ﹤0.01%
522,606
+180,789
2444
$14.5M ﹤0.01%
103,655
+50,470
2445
$14.5M ﹤0.01%
736,315
+132,191
2446
$14.5M ﹤0.01%
384,266
-133,502
2447
$14.5M ﹤0.01%
179,113
+10,355
2448
$14.4M ﹤0.01%
307,450
-47,951
2449
$14.4M ﹤0.01%
176,555
+86,877
2450
$14.4M ﹤0.01%
111,189
+6,296
96 97
98
99 100