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
5101
$772K ﹤0.01%
21,373
-48,948
5102
$771K ﹤0.01%
25,714
-64,348
5103
$768K ﹤0.01%
26,078
+10,551
5104
$768K ﹤0.01%
131,177
-2,093
5105
$767K ﹤0.01%
7,437
+3,263
5106
$765K ﹤0.01%
30,147
-18,409
5107
$764K ﹤0.01%
76,859
+24,419
5108
$763K ﹤0.01%
215,036
+127,348
5109
$762K ﹤0.01%
55,043
-10,115
5110
$762K ﹤0.01%
15,187
+5,075
5111
$760K ﹤0.01%
21,946
+1,883
5112
$760K ﹤0.01%
72,835
+13,593
5113
$759K ﹤0.01%
28,241
+426
5114
$759K ﹤0.01%
210,077
+106,586
5115
$758K ﹤0.01%
104,285
-26,051
5116
$756K ﹤0.01%
110,560
-16,122
5117
$755K ﹤0.01%
+15,117
5118
$755K ﹤0.01%
61,949
+294
5119
$752K ﹤0.01%
27,444
+2,261
5120
$752K ﹤0.01%
238,718
-292,781
5121
$750K ﹤0.01%
59,501
5122
$750K ﹤0.01%
62,679
+946
5123
$749K ﹤0.01%
20,925
+1,834
5124
$748K ﹤0.01%
82,021
+4,983
5125
$747K ﹤0.01%
126,592
+8,393
203 204
205
206 207