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
2451
$14.4M ﹤0.01%
152,220
+14,466
2452
$14.4M ﹤0.01%
2,169,790
+308,396
2453
$14.4M ﹤0.01%
279,314
-35,044
2454
$14.4M ﹤0.01%
1,140,822
-91,996
2455
$14.4M ﹤0.01%
289,549
-3,952
2456
$14.4M ﹤0.01%
106,844
-9,201
2457
$14.4M ﹤0.01%
458,658
+361,406
2458
$14.4M ﹤0.01%
312,207
-261,675
2459
$14.4M ﹤0.01%
552,737
-591
2460
$14.4M ﹤0.01%
77,010
-5,262
2461
$14.4M ﹤0.01%
126,911
+31,369
2462
$14.4M ﹤0.01%
314,594
+106,298
2463
$14.3M ﹤0.01%
206,273
-1,746,759
2464
$14.3M ﹤0.01%
524,588
-24,237
2465
$14.3M ﹤0.01%
794,467
+13,580
2466
$14.3M ﹤0.01%
341,156
-125,672
2467
$14.3M ﹤0.01%
47,880
-2,071
2468
$14.3M ﹤0.01%
176,320
-1,824
2469
$14.3M ﹤0.01%
307,209
-150
2470
$14.3M ﹤0.01%
91,129
-15,094
2471
$14.3M ﹤0.01%
367,418
-175,402
2472
$14.3M ﹤0.01%
334,977
-19,297
2473
$14.3M ﹤0.01%
451,714
+70,942
2474
$14.3M ﹤0.01%
1,004,014
+201,923
2475
$14.3M ﹤0.01%
97,977
+6,141