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
5326
$525K ﹤0.01%
45,788
-66,916
5327
$525K ﹤0.01%
24,657
-3,628
5328
$524K ﹤0.01%
31,962
-6,006
5329
$523K ﹤0.01%
28,113
+15,148
5330
$523K ﹤0.01%
45,500
-7,234
5331
$522K ﹤0.01%
25,517
+5,810
5332
$520K ﹤0.01%
35,216
-12,587
5333
$519K ﹤0.01%
38,760
+2,349
5334
$518K ﹤0.01%
32,672
+23,150
5335
$518K ﹤0.01%
+50,833
5336
$518K ﹤0.01%
25,726
-112
5337
$517K ﹤0.01%
5,208
+1,185
5338
$515K ﹤0.01%
5,512
-3,697
5339
$514K ﹤0.01%
692
5340
$514K ﹤0.01%
15,337
+10,322
5341
$514K ﹤0.01%
219,440
-78,144
5342
$514K ﹤0.01%
66
+16
5343
$513K ﹤0.01%
42,791
-135,431
5344
$512K ﹤0.01%
20,825
-186,177
5345
$512K ﹤0.01%
52,107
-16,024
5346
$511K ﹤0.01%
45,906
+513
5347
$509K ﹤0.01%
90,371
-26,839
5348
$509K ﹤0.01%
13,562
-1,014
5349
$509K ﹤0.01%
11,746
+5,514
5350
$508K ﹤0.01%
12,753
-6,262
212 213
214
215 216