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
5226
$623K ﹤0.01%
40,736
-11,864
5227
$621K ﹤0.01%
3,684
-2,354
5228
$619K ﹤0.01%
3,477
+593
5229
$618K ﹤0.01%
+59,996
5230
$615K ﹤0.01%
28,530
+20,248
5231
$615K ﹤0.01%
21,613
-965
5232
$615K ﹤0.01%
52,982
-62,692
5233
$615K ﹤0.01%
62,779
-61,065
5234
$613K ﹤0.01%
118,332
-800
5235
$612K ﹤0.01%
252,787
-226,781
5236
$610K ﹤0.01%
105,098
-12,521
5237
$608K ﹤0.01%
45,885
-1,232
5238
$608K ﹤0.01%
49,824
+1,248
5239
$605K ﹤0.01%
46,291
+2,088
5240
$603K ﹤0.01%
18,986
-349
5241
$603K ﹤0.01%
245,957
+97,992
5242
$602K ﹤0.01%
+14,252
5243
$601K ﹤0.01%
118,232
-517,805
5244
$601K ﹤0.01%
426,413
+100,001
5245
$600K ﹤0.01%
115,459
-194,352
5246
$597K ﹤0.01%
24,131
-873
5247
$597K ﹤0.01%
19,145
+6,149
5248
$596K ﹤0.01%
36,729
+1,206
5249
$596K ﹤0.01%
81,946
-6,013
5250
$596K ﹤0.01%
5,850
+1,648
208 209
210
211 212