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
5276
$572K ﹤0.01%
19,950
+16,208
5277
$572K ﹤0.01%
13,607
-3,393
5278
$570K ﹤0.01%
334,874
5279
$570K ﹤0.01%
62,617
+8,552
5280
$568K ﹤0.01%
4,226
-14,684
5281
$567K ﹤0.01%
250,636
-44,785
5282
$566K ﹤0.01%
15,860
5283
$566K ﹤0.01%
3,308
+499
5284
$564K ﹤0.01%
4,007
+1,346
5285
$563K ﹤0.01%
23,778
-8,001
5286
$562K ﹤0.01%
1,738
+122
5287
$558K ﹤0.01%
37,601
+33,242
5288
$557K ﹤0.01%
13,313
+4,104
5289
$557K ﹤0.01%
19,048
-3,073
5290
$557K ﹤0.01%
113,634
-40,377
5291
$557K ﹤0.01%
110,998
+92,367
5292
$556K ﹤0.01%
4,458
-7,749
5293
$554K ﹤0.01%
401,658
-23,662
5294
$553K ﹤0.01%
21,913
-993
5295
$552K ﹤0.01%
24,159
-41,591
5296
$552K ﹤0.01%
21,649
-205,263
5297
$550K ﹤0.01%
+57,145
5298
$550K ﹤0.01%
50,753
-347,340
5299
$550K ﹤0.01%
14,227
-43,967
5300
$547K ﹤0.01%
70,509
+2,001
210 211
212
213 214