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
5126
$747K ﹤0.01%
42,731
+15,214
5127
$746K ﹤0.01%
9,564
-21,742
5128
$744K ﹤0.01%
25,632
+11,061
5129
$743K ﹤0.01%
116,105
-120,253
5130
$742K ﹤0.01%
1,792
+744
5131
$740K ﹤0.01%
35,344
-171,738
5132
$739K ﹤0.01%
25,053
-106,617
5133
$739K ﹤0.01%
4,377
+31
5134
$738K ﹤0.01%
26,357
-4,157
5135
$737K ﹤0.01%
70,864
-24,686
5136
$736K ﹤0.01%
72,246
-2,218
5137
$734K ﹤0.01%
99,247
-19,375
5138
$734K ﹤0.01%
43,703
-29,897
5139
$732K ﹤0.01%
25,486
-17,438
5140
$731K ﹤0.01%
20,822
+4,296
5141
$730K ﹤0.01%
36
+19
5142
$730K ﹤0.01%
3,639
-211
5143
$730K ﹤0.01%
122,282
-209,508
5144
$729K ﹤0.01%
30,391
+29,777
5145
$728K ﹤0.01%
121,714
+54,808
5146
$727K ﹤0.01%
41,634
-15,746
5147
$726K ﹤0.01%
33,734
+14,286
5148
$723K ﹤0.01%
56,896
-5,930
5149
$723K ﹤0.01%
96,308
+63
5150
$722K ﹤0.01%
32,122
+1,693
204 205
206
207 208