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
5201
$660K ﹤0.01%
6,003
+332
5202
$660K ﹤0.01%
42,563
+4,403
5203
$660K ﹤0.01%
96,981
-16,731
5204
$658K ﹤0.01%
42,505
+294
5205
$656K ﹤0.01%
179,868
-327,215
5206
$651K ﹤0.01%
82,286
+6,074
5207
$651K ﹤0.01%
198,871
-136,367
5208
$648K ﹤0.01%
29,891
+7,572
5209
$647K ﹤0.01%
32,582
+26,001
5210
$644K ﹤0.01%
26,145
+6,461
5211
$644K ﹤0.01%
52,600
+42,064
5212
$642K ﹤0.01%
37,408
-278,318
5213
$642K ﹤0.01%
41,901
+41,701
5214
$642K ﹤0.01%
4,499
-12,708
5215
$641K ﹤0.01%
13,706
+8
5216
$638K ﹤0.01%
40,607
+21,447
5217
$638K ﹤0.01%
16,435
+14,181
5218
$636K ﹤0.01%
13,491
+1,761
5219
$635K ﹤0.01%
53,313
-1,145
5220
$630K ﹤0.01%
70,192
+10,734
5221
$630K ﹤0.01%
+24,263
5222
$629K ﹤0.01%
61,544
+61,462
5223
$628K ﹤0.01%
26,206
-12,753
5224
$626K ﹤0.01%
99,804
-48,084
5225
$623K ﹤0.01%
20,041
+341
207 208
209
210 211