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
5351
$508K ﹤0.01%
50,139
+29,447
5352
$507K ﹤0.01%
563,040
+117,027
5353
$506K ﹤0.01%
52,585
+5,608
5354
$506K ﹤0.01%
28,576
-9,811
5355
$506K ﹤0.01%
318,436
-102,150
5356
$505K ﹤0.01%
+33,804
5357
$504K ﹤0.01%
23,660
+4,306
5358
$503K ﹤0.01%
5,992
-40,736
5359
$501K ﹤0.01%
10,980
+195
5360
$500K ﹤0.01%
34,208
-8,532
5361
$500K ﹤0.01%
260
-125
5362
$499K ﹤0.01%
+12,112
5363
$499K ﹤0.01%
5,711
-2,155
5364
$498K ﹤0.01%
48,904
-4,495
5365
$497K ﹤0.01%
10,556
-75
5366
$495K ﹤0.01%
52,875
-2,999
5367
$494K ﹤0.01%
16,201
+5,244
5368
$493K ﹤0.01%
26,143
-167,035
5369
$492K ﹤0.01%
8,108
+2,773
5370
$489K ﹤0.01%
12,175
+3,987
5371
$489K ﹤0.01%
50,000
-25,106
5372
$488K ﹤0.01%
56,134
-21,790
5373
$488K ﹤0.01%
9,222
-315
5374
$487K ﹤0.01%
13,363
+433
5375
$487K ﹤0.01%
16,655
+4,568
213 214
215
216 217