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
5401
$468K ﹤0.01%
225
+221
5402
$467K ﹤0.01%
58,275
+36,744
5403
$467K ﹤0.01%
108,047
+10,578
5404
$467K ﹤0.01%
8,287
+6,829
5405
$466K ﹤0.01%
3,987
+3,943
5406
$465K ﹤0.01%
70,093
+8,929
5407
$464K ﹤0.01%
26,389
-35,471
5408
$464K ﹤0.01%
12,120
-2,270
5409
$464K ﹤0.01%
149,162
+20,081
5410
$463K ﹤0.01%
51,187
-1,848
5411
$462K ﹤0.01%
7,013
-779
5412
$462K ﹤0.01%
17,108
-1,367
5413
$459K ﹤0.01%
914
-109
5414
$459K ﹤0.01%
24,778
-21,090
5415
$457K ﹤0.01%
+39,738
5416
$456K ﹤0.01%
29,228
+3,774
5417
$456K ﹤0.01%
12,546
-2,245
5418
$456K ﹤0.01%
1,012
-623
5419
$456K ﹤0.01%
6,953
+2,421
5420
$456K ﹤0.01%
107,412
-170,281
5421
$454K ﹤0.01%
14,064
+2,536
5422
$453K ﹤0.01%
12,989
+1,527
5423
$451K ﹤0.01%
41,841
-19,084
5424
$451K ﹤0.01%
8,822
-254,479
5425
$449K ﹤0.01%
112,907
+5,866
215 216
217
218 219