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
5251
$596K ﹤0.01%
25,212
-12,664
5252
$594K ﹤0.01%
75,114
-91,188
5253
$593K ﹤0.01%
823,846
+218,199
5254
$592K ﹤0.01%
11,298
+135
5255
$592K ﹤0.01%
49,335
-11,879
5256
$591K ﹤0.01%
31
-3
5257
$589K ﹤0.01%
21,420
-329,871
5258
$589K ﹤0.01%
15,952
+2,551
5259
$589K ﹤0.01%
18,090
+7,101
5260
$587K ﹤0.01%
76,360
-23,752
5261
$585K ﹤0.01%
32,472
+9,133
5262
$584K ﹤0.01%
56,230
-41,497
5263
$584K ﹤0.01%
+58,787
5264
$583K ﹤0.01%
120,388
-274,344
5265
$583K ﹤0.01%
86,209
-125,740
5266
$583K ﹤0.01%
26,973
-97,065
5267
$583K ﹤0.01%
7,376
-13,923
5268
$581K ﹤0.01%
33,552
+9,969
5269
$580K ﹤0.01%
21,704
-29,400
5270
$579K ﹤0.01%
7,920
+1,139
5271
$579K ﹤0.01%
20,554
+615
5272
$578K ﹤0.01%
58,087
-16,734
5273
$577K ﹤0.01%
10,110
-347
5274
$576K ﹤0.01%
+27,555
5275
$575K ﹤0.01%
70,506
+16,178
209 210
211
212 213