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
5151
$721K ﹤0.01%
638,534
+217,928
5152
$721K ﹤0.01%
77,197
+67,511
5153
$720K ﹤0.01%
223,037
+21,371
5154
$720K ﹤0.01%
+25,863
5155
$719K ﹤0.01%
108,100
-359,361
5156
$718K ﹤0.01%
356
+16
5157
$716K ﹤0.01%
265,638
-927,419
5158
$714K ﹤0.01%
48,528
+2,834
5159
$712K ﹤0.01%
13,230
+12,953
5160
$710K ﹤0.01%
257,559
-130,753
5161
$710K ﹤0.01%
46,205
+9,739
5162
$709K ﹤0.01%
104,825
+98,000
5163
$707K ﹤0.01%
29,432
+4,464
5164
$707K ﹤0.01%
20,190
-58,818
5165
$706K ﹤0.01%
23,640
-475
5166
$706K ﹤0.01%
37,774
+9,275
5167
$705K ﹤0.01%
32,290
+30,322
5168
$704K ﹤0.01%
97,295
-268,870
5169
$704K ﹤0.01%
46,453
-13,767
5170
$703K ﹤0.01%
+39,999
5171
$701K ﹤0.01%
83,553
+8,464
5172
$701K ﹤0.01%
152,267
-74,097
5173
$700K ﹤0.01%
49,349
-50,369
5174
$699K ﹤0.01%
154,127
-151,272
5175
$698K ﹤0.01%
27,383
+15,825
205 206
207
208 209