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
5001
$894K ﹤0.01%
42,342
+21,798
5002
$894K ﹤0.01%
32,396
+10,311
5003
$893K ﹤0.01%
44,870
-174,620
5004
$892K ﹤0.01%
5,426
+3,246
5005
$891K ﹤0.01%
69,901
+2,756
5006
$890K ﹤0.01%
67,592
-1,685
5007
$890K ﹤0.01%
295,912
+70,623
5008
$890K ﹤0.01%
54,008
-492,001
5009
$886K ﹤0.01%
32,604
+3,676
5010
$884K ﹤0.01%
155,610
-35,622
5011
$880K ﹤0.01%
27,482
+3,534
5012
$879K ﹤0.01%
55,855
-13,173
5013
$875K ﹤0.01%
+40,915
5014
$875K ﹤0.01%
1,367
-1,440
5015
$874K ﹤0.01%
62,220
-2,252
5016
$874K ﹤0.01%
26,894
+1,200
5017
$874K ﹤0.01%
27,407
-22,260
5018
$874K ﹤0.01%
46,347
-63,358
5019
$869K ﹤0.01%
244,147
+1,304
5020
$868K ﹤0.01%
227,981
+94,859
5021
$867K ﹤0.01%
26,999
-15,558
5022
$864K ﹤0.01%
7,922
-4,407
5023
$861K ﹤0.01%
10,694
+409
5024
$861K ﹤0.01%
46,280
+2,432
5025
$859K ﹤0.01%
3,859
+515
199 200
201
202 203