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
5176
$696K ﹤0.01%
32,922
-17,238
5177
$691K ﹤0.01%
47,805
+2,123
5178
$691K ﹤0.01%
162,449
+92,338
5179
$690K ﹤0.01%
21,237
+337
5180
$689K ﹤0.01%
45,090
+17,459
5181
$688K ﹤0.01%
49,496
+34,352
5182
$688K ﹤0.01%
7,815
-32,222
5183
$683K ﹤0.01%
223,423
-81,734
5184
$680K ﹤0.01%
18,878
-46,158
5185
$680K ﹤0.01%
64,462
+6,625
5186
$679K ﹤0.01%
19,125
-44,059
5187
$677K ﹤0.01%
109,456
-741,548
5188
$677K ﹤0.01%
12,423
+3,798
5189
$677K ﹤0.01%
61,370
+524
5190
$676K ﹤0.01%
28,859
+1,523
5191
$674K ﹤0.01%
85,865
+10,208
5192
$668K ﹤0.01%
81,856
+80,350
5193
$665K ﹤0.01%
126,422
+14,791
5194
$665K ﹤0.01%
13,254
+563
5195
$664K ﹤0.01%
233,051
-161,135
5196
$664K ﹤0.01%
46,389
+897
5197
$663K ﹤0.01%
275,280
+179,847
5198
$662K ﹤0.01%
79,408
+15,781
5199
$662K ﹤0.01%
368,048
+19,413
5200
$661K ﹤0.01%
11,140
-254
206 207
208
209 210